CEO/Executive Team Network

November 05 - 07, 2018

Westin Nashville
Nashville, TN

Your Price:
Nonmember
$1,945.00
CUES member
$1,295.00

Schedule

Monday, November 5    
5:00 – 7:30 p.m.    Registration
5:00 – 5:30 p.m.   First Time Attendees Reception
5:30 – 7:30 p.m.   Opening Awards Reception
     
Tuesday, November 6    
7:00 – 8:00 a.m.   Breakfast
     
8:00 – 9:15 a.m.   Conference Welcome & Opening General Session

Good Strategy, Bad Strategy

Richard Rumelt, Harry and Elsa Kunin Professor of Business & Society, UCLA Anderson Graduate School of Business and Management; renowned strategy thought leader; author, Good Strategy and Bad Strategy: The Difference and Why It Matters

9:15 – 9:30 a.m.   Refreshment/Networking Break
     
9:30 – 10:45 a.m.   Concurrent Breakout Sessions

Strategic Growth: What Credit Unions Can Learn from Fintech
Steve Williams, Partner, Cornerstone Advisors

The Data-Driven Credit Union: Powering Transformation with Advanced Analytics
Shazia Manus, SVP, Strategy and Business Development, CUNA Mutual AdvantEdge Analytics, LLC

10:45 – 11:00 a.m.   Networking Break/Travel Time
11:00 – 11:45 a.m.   Hot Topic Open Forums
11:45 – 11:50 a.m.   Travel Time
11:50 a.m. – 1:50 p.m.   Next Top Credit Union Exec Luncheon Presentations & Voting
1:50 – 2:20 p.m.   Networking Break
     
2:20 – 3:45 p.m.   General Session

Internet of Things–Your Next Security Breach
Jim Stickley, International Cyber Security Expert, CEO, Stickley on Security

     
Wednesday, November 7    
7:00 – 8:00 a.m.   Breakfast
8:00 – 9:10 a.m.   General Session

Identity Cloak: The Data Game
Bianca Lopes, Identity/Fintech Influencer and Speaker, Identity Insider

9:10 – 9:25 a.m.   Networking/Refreshment Break
     
9:25 – 10:35 a.m.   General Session

The BOSS Model: A Go-To-Market Framework for the Digital Economy
David Bell, Xinmei Zhang and Yongge Dai professor, The Wharton School; author, Location is (Still) Everything: The Surprising Influence of the Real World on How We Search, Shop, and Sell in the Virtual One

10:35 – 10:50 a.m.   Networking/Travel Time
     
10:50 a.m. – 12:00 p.m.   Concurrent Breakout Sessions

Cybersecurity and Privacy Panel
Moderator: Bianca Lopes, Identity/Fintech Influencer and Speaker, Identity Insider

Insights to Drive Organizational Acceleration in Your Credit Union
Nicole Adams Kraus, Principal, Heidrick & Struggles

     
12:00 – 1:30 p.m.   Lunch

CUESolutions Presentations
Next Top Credit Union Exec Winner Announcement

     
1:30 – 2:00 p.m.   Extended Networking Time

Dessert and Coffee

Take the opportunity to congratulate the Next Top Credit Union Exec winner and network with your colleagues before the closing general session.

     
2:00 – 3:15 p.m.   Closing General Session

Brand the Moment: 5 Ways to Create Customers for Life
Simon T. Bailey, Executive Advisor, Career Mentor, Author, and Keynote Speaker, Simon T. Bailey International; Former Sales Director, Walt Disney Company

3:15 p.m.   Conclusion of Conference

 

Tuesday, November 6

Opening General Session
8:00–9:15 a.m.

Good Strategy/Bad Strategy
Richard Rumelt, Harry and Elsa Kunin professor of business & society, UCLA Anderson Graduate School of Business and Management; renowned strategy thought leader; author, Good Strategy and Bad Strategy: The Difference and Why It Matters

Good strategy is rare. Many organizations claiming to have a strategy do not, but instead have a set of performance goals—or worse, a set of vague aspirations.

Good strategy is rare because there are strong forces resisting the concentration of action and resources; good strategy gathers power from its very rareness.

Richard doesn’t offer simplistic formulas for success; you won’t find a rehash of existing strategy doctrines and frameworks here. Instead, get ready to discover views on a range of issues that are fundamental, yet which have not been given much daylight.

You’ll walk away understanding the logic of good strategy, the sources of power talented strategists have tapped, and pitfalls and fallacies to avoid.

Concurrent Breakout Sessions
9:30–10:35 a.m.

Strategic Growth: What Credit Unions Can Learn from Fintech
Steve Williams, partner, Cornerstone Advisors

Many credit unions are completely rethinking their strategies and tactics to acquire and engage members. Steve will cover the key traits of Fintech growth tactics CU’s should adopt, and present case studies of CUs that have started the journey.


The Data-Driven Credit Union: Powering Transformation with Advanced Analytics
Shazia Manus, SVP, Strategy and Business Development, CUNA Mutual AdvantEdge Analytics, LLC

No doubt you have read stories in the media about big data and how it is accelerating the pace of digital transformation. What does this mean to you and your credit union? How can you deliver more value to your members, like other consumer brands such as Amazon, Facebook and Google?

You’ll learn where your credit union falls on the data and analytics spectrum, how to define value at each stage, and explore case studies demonstrating predictive analytics and best practices for bringing business value to your credit union leaders and front-line staff.

You’ll head home with an understanding of what best-in-class analytics means within the credit union space.

General Session
2:45–4:00 p.m.

Internet of Things—Your Next Security Breach
Jim Stickley, International Cyber Security Expert, CEO, Stickley on Security

Take a look into the future of hacking and learn what criminals are targeting, including ways to protect against these coming attacks.

Criminals are finding new ways to target organizations—they’re going way beyond the PC with a shift in focus to internet of things (IoT) devices. Learn the risks which are often overlooked by organizations, and discover how everyday products in your home and office are providing criminals new opportunities to compromise not only IoT devices, but also employee PCs as well.

Wednesday, November 7

General Session
8:00–9:10 a.m.

Identity Cloak: The Data Game
Bianca Lopes, world renowned identity & fintech influencer; former chief identity officer, BioConnect

This session will define and push your definition of identity.

Drawing from her banking and mathematical experience of technology infrastructures, and using the global state of identity, Bianca will explore current trends and concerns in industry. You’ll learn more about the landscape of attributes which are being used as identity, and leave with an understanding of biometrics, including how existing attributes are data assets that can be used for protection or fraud in the cloak of identity.

Discussing the siloed technology strategy and data shortcomings vastly found in enterprises, Bianca will also discuss fraud concerns and privacy issues that have us all wondering what the future of privacy holds. She will share insights into how an enterprise should consider all these trends and pressures, and what might be a way forward when it comes to this data game that identity has become.

 


General Session
9:25–10:35 a.m.

The BOSS Model: A Go-To-Market Framework for the Digital Economy
David Bell, Xinmei Zhang and Yongge Dai professor, The Wharton School; author, Location is (Still) Everything: The Surprising Influence of the Real World on How We Search, Shop, and Sell in the Virtual One

In the digital economy, customers demand seamless engagement and experiences, and their expectations are set by daily interaction with companies like Amazon and Uber. Interactions need to, at a minimum, be frictionless—and ideally involve a compelling customer journey.

Trends show consumers are rejecting the status quo, and have developed a totally different and emergent psychographic—creating tremendous structural challenges for incumbents who must access this group to unlock future growth.

Learn how to use the BOSS model to better approach this group and create products and experiences that will resonate with them, creating brands and ventures that will succeed in this new environment.

Concurrent Breakout Sessions
10:50 a.m.–Noon

Cyber Security and Privacy Panel
Moderator: Bianca Lopes

Join Bianca and a panel of top experts for this interactive session. We’ll discuss the best course of action to take in defending information systems against attacks, best practices for protecting personal information, and how to assure the integrity of digital systems while making room for the innovation promised by new technologies.

Insights to Drive Organizational Acceleration in Your Credit Union
Nicole Adams Kraus, Principal, Heidrick & Struggles

Learn how the best performing organizations differentiate themselves from the rest.  You’ll discover how they MOBILIZE their people under a common vision and purpose, EXECUTE on their promises, TRANSFORM their organizations, and build the AGILITY needed to see around the corner of their industries at pace, systematically decreasing the time to value.

You’ll leave with practical approaches to address the most common “drag” factors prevalent in credit unions via best practice and small group conversations. You’ll also explore the “drive” factors common to credit unions, and discuss how these strengths can be leveraged to drive value for your team and members.

General Session
2:00–3:15 p.m.

Brand the Moment: 5 Ways to Create Members for Life
Simon T. Bailey, executive advisor, career mentor, author, and keynote speaker, Simon T. Bailey International; former sales director, Walt Disney Company

If you’re unforgettable, you’ll create a member for life. And in this service-driven economy, every moment is an opportunity.

Simon leverages what he’s learned over 30 years of working with hundreds of different companies, including the Disney Institute and The Ritz Carlton Learning Institute, to create memories that matter, and he’ll share that information with you.

Simon leans on evidence-based research to provide tried-and-true methods that work for everyone—from account directors to Uber drivers. You’ll learn that superior member service is a connection, not a product.

Simon will help you create a culture where everyone matters, and people are invited to be their best selves. In the process, your CU will transform from providing good service to platinum service—making every member a member for life.