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CEO/Executive Team Network

October 23 - 26, 2016

Hyatt Regency Savannah
Savannah, GA

Your price:

Nonmember$2,295.00

CUES Member$1,295.00

Schedule
Sunday, October 23
 5:30 -7:30 p.m.   Registration
 5:30 -6:00 p.m.   First Time Attendees Reception
 6:00 – 7:30 p.m.   Opening Awards Reception
     
Monday, October 24 
 7:00 – 8:00 a.m.   Breakfast
 8:00 - 8:15 a.m.   Conference Welcome
 8:15 – 9:30 a.m.   Opening General Session
Talent Is Overrated – Unexpected Truths of Great Performance; Geoff Colvin – Senior Editor-At-Large, Fortune Magazine and Author
 9:30 – 9:45 a.m.   Refreshments/Networking Break
 9:45 -11:00 a.m.    4- Breakout Sessions
Winning the War for Talent; Greg Longster and Tony Kirschner - Partners, Davies Park Executive Search

Credit Unions: From the Left and the Right; Geoff Bacino - Partner, Bacino & Associates; and John McKechnie - Senior Partner, Total Spectrum

Trending: Credit Unions 2025; Tansley Stearns – Chief Impact Officer, Filene Research Institute

Winning Through Digital Engagement, Steve Williams – Principal, Cornerstone Advisors, Inc. (not repeated)
 11:00- 11:30 a.m.   CUES Annual Business Meeting
 11:30 - 1:30 p.m.   Next Top Credit Union Exec Presentations & Voting
 1:30– 2:00 p.m.   Solutions Sessions
 2:15 – 3:30 p.m.   4- Breakout Sessions (repeated from 9:45 AM)
Winning the War for Talent; Greg Longster and Tony Kirschner - Partners, Davies Park Executive Search

Credit Unions: From the Left and the Right; Geoff Bacino - Partner, Bacino & Associates; and John McKechnie - Senior Partner, Total Spectrum

Trending: Credit Unions 2025; Tansley Stearns – Chief Impact Officer, Filene Research Institute

Payments Panel; Moderated by Steve Williams – Principal, Cornerstone Advisors, Inc.
 5:00 – 6:00 p.m.   CCEs, CUES Council Officer Reception
     
 Tuesday, October 25
 7:00 – 8:00 a.m.    Breakfast
 8:00 – 9:15 a.m.   General Session: Payments: Looking Ahead to 2017
Sam Maule – Head of Digital/Fintech Evangelist
 9:15 – 9:30 a.m.    Networking/Refreshment Break/Travel Time
 9:30 -10:30 a.m.   4 - Breakout Sessions
Putting USAA Success Strategies to Work at Your Credit Union; Jack M Antonini – President and CEO, NACUSO
    
Building a Constructive Partnership: Aligning Your Board & CEO for Mission Success; Michael Daigneault – CEO & Co-Founder, Quantum Governance
 
CU2020: Five Key Success Factors; Sundeep Kapur – Educator, Digital Credence

Linking Strategy and Measures of Success; John Myers – President and Principal; and Dave Loftus – Consultant, C Myers
 10:30 – 10:45 a.m.   Networking/Travel Time
 10:45 – 11:45 a.m.   4- Breakout Sessions (repeated from 9:30 AM)
Putting USAA Success Strategies to Work at Your Credit Union; Jack M Antonini – President and CEO, NACUSO
    
Building a Constructive Partnership: Aligning Your Board & CEO for Mission Success; Michael Daigneault – CEO & Co-Founder, Quantum Governance
 
CU2020: Five Key Success Factors; Sundeep Kapur – Educator, Digital Credence

Linking Strategy and Measures of Success; John Myers – President and Principal; and Dave Loftus – Consultant, C Myers
 11:45 AM    Optional Event: Golf Tournament
 Shuttle Leaves for Golf tournament (Continuous run)
 12:15-1:00 PM    Golf: Registration and box lunches
 1:00 PM
   Golf: Shotgun start
 1:30 PM
   Buses Depart From Lobby
 Optional Event: Savannah Historic Tour
     
Wednesday, October 26
 7:00 – 8:00 a.m.    Breakfast
 8:00 – 9:30 a.m.   NTCUE Announcement & General Session
Stand Out, Win Trust and Credibility; Mark Bowden – World renowned authority on body language
 9:30 – 9:45 a.m.   Networking Break
 9:45 – 11:00 a.m.   General Session continued
Mark Bowden Interactive Workshop  
Using Your Body Language to Influence and Connect
 11:00 a.m.   Conference Concludes


Curriculum

Monday, October 24, 2016

Opening General Session

Talent is Overrated–Unexpected Truths of Great Performance
Geoff Colvin, Senior Editor-At-Large,  Fortune Magazine and Author

Are top performers just naturally talented? Do they just work harder? Or is it something else

What if everything you know about raw talent, hard work, and great performance is wrong? Scientific research on great performance shows that what most of us believe is off-base—which means most of us will never perform as well as we could

Join Colvin, author of the groundbreaking international bestseller Talent Is Overrated: What Really Separates World-Class Performers from Everybody Else, as he explains the research findings and relates them to real life in real organizations. He’ll demonstrate how most organizations value the wrong things—that passion, honesty, and learning are more valuable than hours, IQ, or “native ability.” Colvin demonstrates that world-class performance comes from behaviors that every person and organization can adopt, and that those who apply these principles will gain a tremendous advantage

Concurrent Breakout Sessions

Winning the War for Talent
Greg Longster and Tony Kirschner, Partners, Davies Park Executive Search, Canada

Join Longster and Kirschner and learn tips and tricks on how to recruit and retain the best leadership talent in today’s competitive market

Credit Unions: From the Left and the Right
Geoff Bacino, Partner, Bacino & Associates; and John McKechnie, Senior Partner; Total Spectrum - Washington, DC

Join these two Washington insiders for the low-down on the presidential election, and the important Senate and House races from both sides of the aisle. What will the impact be on credit unions? How will the results affect the make-up of the NCUA Board? They will also let you in what Congress, NCUA and the CFPB will address in 2017.

Trending: Credit Unions 2025
Tansley Stearns, Chief Impact Officer, Filene Research Institute

The ecosystem matters, and the global financial ecosystem is incredibly large and incredibly complex. Credit unions are subject to the actions of and reactions to global banks, bond issuers, local competitors, non-traditional competitors, interest rates, and the complex counterparty draped across the whole money system.

Join Stearns for a look ahead to the year 2025, as we make observations of the financial world around us. We will then use these insights to facilitate a discussion about the implications for credit unions and how each organization can take action to be ready for the quickly changing world.

Winning Through Digital Engagement
Steve Williams, Principal, Cornerstone Advisors, Inc.

While every credit union executive understands the powerful shift occurring toward digital delivery channels, most are struggling to quickly develop the marketing, social media, outreach and delivery capabilities to truly compete through this channel.

In this presentation, Williams will share specific best practices that progressive credit unions are adopting in the areas of digital marketing, social media management, outbound calling and creating “friction-free” member acquisition and fulfillment processes. A major responsibility for future executives is to lead this shift into new approaches to engaging credit union members.

 

Tuesday, October 25, 2016

Opening General Session

Payments: Looking Ahead to 2017
Sam Maule, Keynote Speaker, Radio Host, Blogger, FinTech Evangelist

The payments space continues to be a key focal point of disruption by both the financial technology and banking industries. This session will focus on:

  • Defining the state of payments as 2016 comes to a close
  • The disruption trends for 2017 and the next few years
  • Recommendations for investment areas with third party partners, FinTech disruptors, and internal development efforts


Concurrent Breakout Sessions

Putting USAA Success Strategies to Work at Your Credit Union
Jack M. Antonini, President & CEO – NACUSO

USAA is one of the largest member owned financial services organizations in the world with 11 million members, $130 billion in assets and the highest ratings. Additionally, USAA's net promoter score is the highest of any company and their financial strength ratings are the highest of any financial services business in the world. Over 92% of USAA's members plan to be members for life. And, USAA Federal Savings Bank was named "Best Bank in America" by Money magazine, when Antonini was CEO.

Just how did this amazing company achieve such tremendous growth, loyalty and recognition? What are the secrets to USAA's incredible success?

Antonini will share what made USAA so successful, and how you can employ these same strategies at your credit union.

Building a Constructive Partnership: Aligning Your Board & CEO for Mission Success
Michael Daigneault, Quantum Governance, L3C

What does it mean to truly build a constructive partnership between your credit union’s board of directors and its CEO? And how can an effective partnership support effective strategic execution to propel your credit union to mission success? Join Daigneault and learn the answers to these questions and more.

Daigneault will introduce you and your colleagues to the core elements of what a genuine “constructive partnership” looks like between a contemporary credit union board and CEO. Such a partnership goes beyond “a nice working relationship” to fostering the right balance of trust and accountability between the two—as well as the whole board.

The session will also introduce a new way of framing contemporary credit union leaders’ roles and responsibilities; identify common pitfalls that board leaders and CEOs fall into that erode trust; help you engage in appropriate levels of fiduciary and strategic dialogue; and assist you and your colleagues in asking “the hard questions.”

CU2020: Five Key Success Factors
Sundeep Kapur, Educator, Digital Credence

You are in the business of helping members with their financial journeys. You are also seeing a paradigm shift in the way your consumers interact with you. Your competition is relentless. Regulation abounds. Consumer expectations are being driven by innovation. And all along, your business needs to be profitable.

Five key factors are going to help drive your success in 2020:

  1. What channels should you invest in?
  2. How do you create OMNI-channel consumer journeys?
  3. Where are payments headed?
  4. How should you provide security–protecting information, consumers and assets?
  5. How do you integrate digital?


Analysis from a survey of over 9000 financial institutions, focus group discussions with more than 300 senior financial executives, and a look at leaders across the world give us a lot to think about. Join us for a prescriptive session as we define a blueprint for success.

This 60-minute presentation will highlight the key challenges we face, provide anecdotal case studies from around the world, and provide you with the right questions to ask as you define your roadmap for 2020.

Linking Strategies and Measures of Success
John Myers, President and Principal; and Dave Loftus, Vice President, c. meyers

Rapid-fire changes in technology, uncertainty about interest rates, and non-traditional competitors are challenges faced by the credit union industry today. Understanding future environmental forces and the actions your credit union can take flourish in the face of these challenges is the first step in charting a course toward growth and opportunity.

As the world has changed, many of the strategies and measures of success have not evolved for this future. A good strategy that is not supported with measures that move the credit union forward has a higher risk of failure.

This session is designed to help participants understand the right questions to ask in order to develop a strategy that is built for the future with measures of success designed to support advancement.

Participants will walk away with:

  • A better understanding of trends that are shaping the future environment, and how they may affect the credit union
  • Questions the credit union should answer to develop or strengthen their strategy
  • Adjustments to measures of success that are designed to support and promote future strategies

Closing General Session:

Winning Body Language: Stand Out Win Trust and Credibility
Mark Bowden, Speaker, Trainer, and Author; creator of TRUTHPLANE®; World- Renowned Authority on Body Language

With billions of people competing on the planet right now, how will YOU ever stand out, and get what you want and need?

In this entertaining and highly useful keynote speech, Bowden shows us how to put our best selves forward through superior communication skills. Learn the techniques that inspire, build trust and credibility with those around you.

Bowden will demonstrate how perceptions can be altered by a simple gesture or action. He will also share simple techniques that create ideal communication in the most crucial situations—invaluable for life and business.

Bowden will give you tools to convey a powerful and confident presence through communication skills that capitalize on instinctual processes of the brain. By demonstrating how to use the TRUTHPLANE® Gesture Plane System, he’ll share the most effective skills to win your listeners over to you—and your message!

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