CEO/Executive Team Network

November 04 - 06, 2019

Omni Amelia Island Plantation Resort
Amelia Island, Florida

Your Price:
CUES member
Nonmember (Can)
CUES member (Can)


Monday, November 4

3:00 – 4:30 p.m. 
AdvantEdge Analytics Pre-Conference Workshop 
Transform Your Credit Union With the Power of Data and Analytics
5:00 – 7:30 p.m.
Conference Registration
5:00 – 5:30 p.m.
First Time Attendees Reception
5:30 – 7:30 p.m.
Opening Reception 

Tuesday, November 5

7:00 – 8:00 a.m.
9:15 – 9:30 a.m.
Networking Break
10:45 – 11:00 a.m.
Networking Break
11:00 a.m.– 12:15 p.m.
Repeated from 9:30 a.m.
12:15 – 1:30 p.m.
Awards Celebration Luncheon
1:30 – 1:40 p.m.
Travel Time
2:50 – 4:00 p.m.
General Session

Speaker information coming soon.

Wednesday, November 6

7:00 – 8:00 a.m.
9:10 – 9:25 a.m.
Networking/Refreshment Break
10:35 – 10:45 a.m.
Networking Break
12:00 – 1:00 p.m.
Networking Lunch
1:00 – 1:15 p.m.
Networking Break
1:15 – 2:30 p.m.
Repeated from 10:45 a.m.
2:30 – 2:40 p.m.
Travel Time
3:45 p.m.
Conclusion of Conference



Monday, November 4

Pre-Conference Workshop
3:00–4:30 p.m.

Transform Your Credit Union With the Power of Data and Analytics
John Papadia and Emily Engstrom

Data and analytics have the power to transform credit unions. A comprehensive data analytics strategy is the key to a credit union’s successful data and digital transformation. In this session, you’ll discover how the right strategy, the right culture, the right tools and the right data can help you better understand each member and deepen member relationships. Join leaders from AdvantEdge Analytics’ Consulting Services and Client Success teams to:

  • Learn the fundamentals of a data analytics strategy for credit unions
  • Define use cases for getting the most value out of your analytics investment
  • Discover how to build a roadmap for success
  • Explore how to translate your roadmap into actionable next steps
  • Learn how to empower staff with insights to improve member experiences

Tuesday, November 5

Opening General Session
8:15– 9:15 a.m.

Team Chemistry Trumps Individual Talent: How Exceptional Leaders Deliver Unprecedented Wins 
Walter Bond, CEO, Walter Bond Worldwide

Not every team player is a performer, and not every leader gets to pick all-stars. Still, some leaders seem to have a magic spell that transforms a group of individuals into a single high-performing unit.

But there’s no sorcery here. It’s all about the chemistry.

While Walter won’t take you back to ninth grade science class, he will share the formula used by top NBA coaches to create winning team dynamics year after year. 

Join us, and discover how to:

  • Recruit and retain the right talent at the right time for maximum results
  • Transform lower performing individuals into top team players
  • Drive loyalty to the team and pride of belonging
  • Design a framework for powerful teamwork
  • Build a team chemistry that bonds

The end result? You’ll walk away knowing how to take a group of individual players and guide them to work collectively and cohesively to reach your organizational goals.

Concurrent Breakout Sessions 
9:30 –10:45 a.m. 
Repeated at 11:00 a.m.–12:15 p.m. 

Workforce Diversity is a Strategic Advantage
John Odom, President, Odom & Associates

Corporations with organized and empowered diversity programs have continually proven having such a program is good for the bottom line. The fact is, diversity is good for business. 

Join John as he shares the elements of a successful workforce diversity program learned over 30 years of corporate experience. 

You’ll discover that workforce diversity includes and transcends the traditional biological groups to include other differences, such as experience, education, and thinking, and you’ll walk away knowing how to apply these lessons to your credit union when you return home. 

What Would You Do? Situational Strategies for Senior Management 
Ancin Cooley, CIA, CISA, Principal, Synergy Credit Union Consulting

How would you react if your: 

  • CFO left today? 
  • Credit union had a proposed merger with another credit union? 
  • Systems were hacked? 
  • Institution received a consent order from your regulator? 

These are all examples of situations every leader should know how to handle. 

Ancin will share his experiences as a consultant and examiner to ensure you and your institution are ready no matter what lies ahead.

Credit Union Trends & The Race for Relevance
Sue Schroeder, Senior Director, Marketing and Insights

Competition continues to increase: for deposits, members and loans. With the financial services landscape becoming more complex than ever, relevance requires new strategies for organic growth and market differentiation. This trends session will include a view into the lending landscape across the US, credit unions and other institutions, including Fintech. We will dovetail into a custom-built view of how credit unions, and specifically CUES members, are performing versus banks. Additionally, we will share consumer insights, highlighting additional considerations for creating relevant interactions with your members and potential members to fuel growth.

Primary takeaways from this session include:

  1. Understanding of the macro lending trends across the US, credit unions and other institutions including Fintech
  2. Analysis of how credit unions are performing by asset tier versus banks, with a custom-built view of CUES members only
  3. Insights into consumers and opportunities for your credit union to drive growth through more relevant interactions

Hot Topic Open Forum
1:40–2:40 pm 

Blind Spots in Succession Planning

Peter Myers, SVP, DDJ Myers and Tim Tolliver, VP, Integrated Performance Systems, DDJ Myers

The war for talent becomes even more fierce as we crest the wave of talent transitions. It is imperative credit unions uncover their succession planning blind spots within the CEO and executive ranks. Having an interim “basically ready” as the succession plan or, that millennials want executive-level responsibility (and pay) without the skill set or experience, are assumptions that inhibit an organization’s ability to capitalize on the growing and unnurtured appetite for professional development. It is time for executives to grab the succession development reins and implement meaningful and future-oriented talent development practices.

Attend and learn the succession planning blind spots as highlighted in the 2018 Leadership Study, as well as the common misunderstandings, policies and practices with unintended consequences and unaddressed realities, that have an out-sized impact on succession development. Most importantly, the action steps to ensure your organization is battle ready in the war for talent will be presented in a practical format. 

Key takeaways include:

  • Best practices in addressing succession planning needs at the CEO, executive, and management levels
  • Actionable items to align succession needs with professional aspirations
  • How to tangibly measure leadership potential and growth 
  • Insight into the state of credit union leadership regarding succession planning from the 2018 Leadership Study

AI for Banking: What, How, and How Much?
Jesse McGannon, VP/Advisory Services, Strategic Resource Management (SRM)

From cleaner processes, to erasing errors, to cutting costs, AI-powered technologies are already disrupting traditional banking as we know it - and that’s a very good thing. In this 45 minute presentation, learn how AI (Artificial Intelligence), RPA (Robotic Process Automation), and OCR (Optical Character Recognition) / machine learning is being applied to the banking industry today. Attendees will learn specific use cases, how much can be gained from each, and how banks of all sizes can get started at future-proofing their operations.

Future-Proofing Your Members’ Experience
Brian Scott, Chief Growth Officer, PSCU and Denise Stevens, SVP, Product Delivery and Innovation, PSCU

From technology to consumer demands, the pace of change has never been faster. As payments converge and the landscape evolves, how will you make sure your credit union is serving the needs of your members today and well into the future? Learn what’s needed to meet your members in their wallets, how the credit union ecosystem can facilitate and complement your efforts, and what you can do to prepare your members for the journey ahead.

General Session
2:55–4:00 p.m.
The Future of Work
Francesca Gino, Tandon Family Professor of Business Administration, Harvard Business School

Based on her 2018 book, Rebel Talent, Francesca aims to show organizations how to: 

  • Cultivate a culture of rebellion
  • Teach individuals to be more authentically themselves
  • Actively nurture innovation

Francesca is uniquely skilled in this department. As a Harvard professor, behavioral scientist, and author, her work is rooted in answering the question of why people do the things they do, both at work and at home.

Wednesday, November 6

Opening General Session
8:10– 9:15 a.m.

The Speed of Trust
Stephen M. R. Covey, Cofounder, CoveyLink and the FranklinCovey Speed of Trust Practice

In the context of increasing market demands, deadlines, and unrelenting pressure to perform, it’s never been more important for leaders to keep sight of the fact that work gets done with and through people—and there’s nothing more impactful on people, their work, and their performance, than trust.

So, how do you develop a culture where your people and teams have the ability to execute with incredible speed, where systems and structures are fully aligned to foster innovation, confidence, and loyalty, and where leaders and teams continually deliver results in an environment of constant change? The answer, in a word, is trust. 

Stephen will lead us through The Speed of Trust Overview, based on his best-selling book, The Speed of Trust. Trust can be deliberately developed and leveraged in any organization, not only to achieve your most important, immediate goals, but also to become the foundation of an ongoing winning culture. We’ll explore the research-validated framework, language, and process for creating a high-trust culture. 

Stephen will also help attendees learn and apply the two principles that every leader, team, and organization must know in to intentionally create trust. This simple process and framework will help you get to the root of your most difficult performance challenges, and will teach you how to begin to move the needle. 

Stephen has worked personally with executives and leaders of organizations in over 50 countries throughout the world. The Speed of Trust methodology has been applied in thousands of team and organizational settings in the last ten years. Stephen will share lessons learned from some noted leaders and organizations that have accomplished remarkable results through The Speed of Trust.

You’ll walk away with a clear understanding of: 

  • The actual impact of trust on your current critical business objectives, including the practical, economic, and financial implications of trust
  • Quantifying the specific “Trust Taxes” affecting your current projects and initiatives
  • Why trust is the number one leadership competency needed today
  • How trust drives engagement, collaboration, innovation, partnerships, retention, recruitment, and many other vital areas organizational performance
  • The language, framework, and process to grow and leverage trust on purpose
  • Ways to identify counterfeit behaviors that are at play in your leadership and team
  • Ways to create a customized plan to close the trust gaps that are impacting your team

General Session
9:30–10:35 a.m. 

Leading with Competent Courage
Jim Detert, Leadership and Organizational Behavior Professor and Associate Dean for Executive Degree Programs and Leadership Initiatives, University of Virginia’s Darden Graduate School of Business Administration

As a leader in today’s working environment, you know the importance of learning-oriented behaviors such as honest communication and willingness to innovate. However, these behaviors can be seen as scary or difficult to some employees. 

Join Jim as he discusses critical questions about workplace courage—that is, the willingness to perform worthy acts despite the perceived risks. He’ll share: 

  • Insights about the conditions leading people to conclude everyday learning behaviors are risky
  • Ways to change the underlying conditions that lead to this fear and unwillingness to act 
  • How to coach employees to become competently courageous, break out of the mold and soar

Concurrent Breakout Sessions 
10:45 a.m.–Noon 
Repeated at 1:15–2:30 p.m. 

How Leading Credit Unions Are Winning the Customer Experience Battle
Steve Williams, President & Partner, Cornerstone Advisors 

Learn how innovative and scrappy credit unions are finding new ways to compete with larger banks, while also addressing the heightened demands of digitally savvy consumers. 

Steve will share key playbook items on ways credit unions can improve their CX with strong resource management, effective partnerships, and agile operating cultures. 

On the Economic, Political and Business Climate
Roger Tutterow, Professor of Economics, Kennesaw State University

Join Roger for a timely discussion of the current global, national and regional economies as he explores the:  

  • Link between the real estate market and the financial services sector recovery
  • Effect of economic changes in the competitive landscape on institution profitability and performance
  • Outlook for consumer spending and the retail sector
  • Causes and effects of the recent volatility in oil prices
  • Effect of recent tax reform on economic performance 
  • Implications of ongoing changes in the political and regulatory climate for the financial industry

Senior Leader Impact on Talent Development
Jennifer Stangl, CUES Director of Professional Development

People and strategy are top of mind for many executives today. Most leaders recognize that talent has an impact on strategy, but it often doesn’t get the attention it needs or deserves. To ensure today’s talent can successfully meet the current and future demands and goals, credit unions must not only have a talent development strategy in place, but also leaders that execute and positively impact that strategy.

As a leader, what are you doing to drive talent development within your credit union? Are you leveraging the impact you can have to the fullest to ensure your talent strategy is not only in place, but aligns to your credit union strategy? 

This session will focus on key points for executives to realize their impact on talent development within the credit union. 

General Session 
2:45– 3:45 p.m.

The Inner Game of Leadership
Susanne Biro, Executive Leadership Coach 

We are living through an unprecedented time of globalization, technological advancement, and workplace demographics, with more generations and cultures working side-by-side than at any other time in our history. 

Many of us are struggling simply to keep pace. And, if we are paying attention, we have very real and deep concerns about how to stay relevant as entire industries disappear, and brand-new ways of living and working are rapidly adopted. 

So, how can we best lead ourselves in such unprecedented and dynamic times? And, how must we engage others and lead our organizations? 

Join Susanne for an exploration of the real frontier of leadership development—the mind, as our inner game always runs our performance “out there.” 

You can expect to leave with greater awareness of how to advance your own inner game for greater leadership effectiveness and corresponding business success.