CEO/Executive Team Network

November 04 - 06, 2019

Omni Amelia Island Plantation Resort
Amelia Island, Florida

Your Price:
Nonmember
$1,945.00
CUES member
$1,295.00
Nonmember (Can)
C$2,480.00
CUES member (Can)
C$1,650.00

General Session Speakers

Walter Bond, CEO, Walter Bond Worldwide   

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

Walter Bond made it to the NBA, but he didn’t stop there. Where many would consider a career with the Utah Jazz, Detroit Pistons and Dallas Mavericks some of life’s greatest achievements, Walter saw it as a jumping off point. A catalyst that launched him into what he was made to do. His experience on and off the court prepared him for a thriving career in business coaching, mentorship, and public speaking.

His journey to the NBA was not an easy one, but instead of seeing obstacles, Walter saw opportunity. While some may have complained about being on the bench as a college basketball player, Walter used it as an opportunity to hone in on the fundamentals every team needs to be successful. It is this mind shift, these simple yet powerful concepts, that have allowed Walter to reach massive audiences, long after his days on the court were over.

Walter weaves both inspirational anecdotes and action steps together in his engaging storytelling style and commands the audience with confidence. Walter’s relentless commitment to helping get entrepreneurs, business leaders, sales teams and eager employees to the next level is what sets him apart from the rest.

Walter is far more than a former NBA player. He is a renowned business coach, an author, a high-profile speaker, a business owner, a father, a husband and a friend. He is a breath of fresh air for businesses across the country that are eager to get to the next level.
 

Steven Covey   

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

Stephen M. R. Covey is a cofounder of CoveyLink and the FranklinCovey Speed of Trust Practice. A sought-after and compelling keynote speaker and advisor on trust, leadership, ethics, and high performance, he speaks to audiences around the world. 

He is the New York Times and number one Wall Street Journal bestselling author of The Speed of Trust, a groundbreaking and paradigm-shifting book that challenges our age-old assumption that trust is merely a soft, social virtue and instead demonstrates that trust is a hard-edged, economic driver. He and business partner Greg Link also coauthored Smart Trust: The Defining Skill That Transforms Managers Into Leaders, which shares enlightening principles and anecdotes of people and organizations that are achieving unprecedented success from high-trust relationships and cultures. 

Stephen advocates that the ability to establish, grow, extend, and restore trust with all stakeholders is the critical leadership competency of the new global economy. He passionately delivers this message and is dedicated to enabling individuals and organizations to reap the dividends of high trust throughout the world. Audiences and organizations alike resonate with his informed, practical approach to real-time issues that affect their immediate and long-term performance. 

He is the former CEO of Covey Leadership Center, which, under his stewardship, became the largest leadership development company in the world. Stephen personally led the strategy that propelled his father’s book, Dr. Stephen R. Covey’s The 7 Habits of Highly Effective People, to one of the two most influential business books of the 20th Century, according to CEO Magazine. A Harvard MBA, he joined Covey Leadership Center as a Client Developer and later became National Sales Manager, and then President & CEO. 

Over the years, Stephen has gained considerable respect and influence with executives and leaders of Fortune 500 companies as well as with mid- and small-sized private sector and public sector organizations he’s consulted. Clients recognize his unique perspective on real-world organizational issues based on his practical experience as a former CEO. 

Stephen currently serves on the board/advisory board of several entities, including the Human Performance Institute—the leader in energy management technology—where he serves as Advisory Board Chairman.
 

Susanne Biro   

Susanne Biro, Executive Leadership Coach 
The Inner Game of Leadership

Susanne Biro is a coach to C-suite and executive level leaders. She is also an author, designer, facilitator, Forbes and CEO Magazine contributor, TEDx speaker, and co-founder of Syntrina Leadership. For close to two decades, Susanne has worked internationally with senior-level leaders in some of the world’s best companies. According to clients, her strength lies in her “innate ability to distill the heart of the matter from the clutter and confusion that surround seemingly complex or difficult decisions.” Whether coaching one-on-one or authoring, designing, and delivering leadership programs, her passion is the same: to help leaders reach their next level of personal, professional, and leadership mastery.

 

Jim Detert  

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
Leading with Competent Courage

Jim Detert is a Professor in the Leadership and Organizational Behavior area, and Associate Dean for Executive Degree Programs and Leadership Initiatives, at the University of Virginia’s Darden Graduate School of Business Administration.

Jim has written many teaching cases and other curriculum materials. He has also designed leadership and ethics classes taught around the world in degree and non-degree formats. 

Jim’s current research focuses on workplace courage, improvement-oriented voice, ethical decision making and behavior, and other leadership-related topics. His research has appeared in many prominent practitioner and academic outlets, including Harvard Business Review, Academy of Management Journal, Administrative Science Quarterly, Journal of Applied Psychology, Organization Science, and Personnel Psychology

Most recently, he has published the article “Cultivating Everyday Courage” in Harvard Business Review, and is working on a book on the same topic.

Jim received his M.A. in sociology and Ph.D. in organizational behavior from Harvard University. He also holds an MBA from the University of Minnesota and a BBA from the University of Wisconsin. 
 

Pre-Conference Speakers

john papadia head shot  

John Papadia, Client Strategy Consultant, AdvantEdge Analytics
Advantage Analytics Pre-Conference Workshop:Transform Your Credit Union With the Power of Data and Analytics

John has more than 20 years of experience as an entrepreneur, CEO, senior strategist, engagement manager and practice leader in data and analytics. He specializes in building data-driven cultures at credit unions – transforming how they serve members, reach new ones, minimize risk and compete in a changing financial services landscape. John and his consulting team are experts across the data and analytics life cycle, spanning data strategy and roadmap development, enterprise data warehousing, predictive analytics, process enablement, change management and outsourcing/cost reduction initiatives. They bring their Fortune 500 experience to each engagement, tailoring deliverables to the credit union's vision and goals, organization and resources, and unique members and communities.
 

emily engstrom head shot  

Emily Engstrom, Director of Client Success, AdvantEdge Analytics
Advantage Analytics Pre-Conference Workshop:Transform Your Credit Union With the Power of Data and Analytics


As the leader of the Client Success team, Emily provides the critical last piece of the data puzzle for AdvantEdge Analytics clients. Whether credit unions want to use data to better engage with their members, grow wallet share, uncover trends in fraud, better manage lending risk or optimize their marketing channels, they count on Emily and her team to develop an exceptional data strategy that deploys their resources efficiently and effectively. Before joining AdvantEdge Analytics, Emily held a variety of roles with CUNA Mutual Group. She started her career with one of the Midwest’s premier credit unions: $2 billion Summit Credit Union. There she honed her skills in lending, operations, retail branches and underwriting.

Breakout Speakers

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

Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal audits, directors' exams, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients with assets ranging from $100 million to over $800 million dollars.

Ancin brings more than 10 years of experience to the industry. He gained deep, first-hand knowledge while serving as an examiner at the Office of the Comptroller of the Currency (OCC). During his tenure at the OCC, he performed safety and soundness examinations at community and mid-size banks that ranged from $100 million to $8 billion dollars in total assets. After leaving the OCC, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.

When not advising clients, training for triathlons, or spending time with his young son, Ancin designs and conducts trainings for the banking industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes and The Independent Banker.

Ancin holds a Master’s of Accounting and Financial Management degree from Keller Graduate School and received a Bachelor of Science in Business from Morehouse College.

Jesse McGannon, VP Advisory Services
AI for Banking: What, How, and How Much?

Jesse McGannon is Vice President at Strategic Resource Management (SRM), providing advisory services for operational process improvements and technology strategy guidance for financial services products. His technical experience in cross-border payments, faster payments, digital banking, and intelligent automation has been applied in all stages of project delivery - from initial strategy, to target-state design, and on through implementation. 
 
Throughout his 10+ years of experience in financial services and payments consulting, Jesse has developed an expansive range of programs and infrastructural plans across the US and beyond.  Prior to coming to SRM, Jesse was employed at Accenture and advised large US & Canadian banks, FinTech companies, credit card networks, issuer processors, and community banks.

Peter Myers, PCC, MSC, SVP, DDJ Myers 
Blind Spots in Succession Planning

Peter facilitates professional development programs for executives and management teams, succession planning processes for boards and CEOs, and nationwide strategic planning engagements. He holds a master’s level recognition in somatic coaching and is a Professional Certified Coach as designated by the International Coaching Federation. His specialty includes weaving together strategy development, critical thinking, and employee engagement to bridge the gap in talent and execution. Daily, Peter works with teams and boards to unlock and leverage their organizational, team, and individual potential. Peter also co-leads the “C” Yourself talent development program for executives pursuing their next level of career potential and has been a teacher in the award-winning Emerging Leaders Program since its inception in 2012.

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

John Yancy Odom, Ph.D. is President of Odom & Associates. Founded in 1985, it is a firm specializing in Human Resource Development. Dr. Odom is recognized for his expertise in a variety of HRD topics. The services of Odom & Associates include speaking, facilitation, executive coaching, public information and research. 

Dr. Odom has consulted with a wide range of organizations including Fortune 500 corporations, financial institutions, especially the three tiers of the credit union movement, federal, state and local governmental agencies, colleges and universities, school systems, trade associations, and religious and other non-profit corporations.

He has served on the boards of the following organizations in his home town of Madison, Wisconsin: Dane County Big Brothers and Sisters, Community Centers, Urban League, Greater Madison Convention and Visitors' Bureau, Edgewood High School Board of Trustees, and Schools of Hope. He has also served on the Advisory Board for the National Research Center on Improving Student Achievement in English, and on the Diversity Oversight Committee for the University of Wisconsin-Madison.

In addition to his duties as President of Odom & Associates, Odom currently serves as President of the Charles Hamilton Houston Institute, a teaching center to promote economic independence among black youth. He serves as Chairman of the Education Committee for the Wisconsin State NAACP. He is a member of the Midwest Achievement Gap Research Alliance for the Wisconsin Department of Public Instruction and directs the Teacher Recruit, Education and Placement project for the Wisconsin Department of Workforce Development.

Dr. Odom earned his Ph.D. from the University of Wisconsin-Madison, with emphasis on Human Relations.

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

Sue Schroeder is the Senior Director of Insights & Marketing at Experian. She is responsible for the go-to-market strategies of credit unions and works closely with Experian’s account team 100% dedicated to the Credit Union Movement.  Her team leads Experian’s Credit Union Advisory Council comprised of leading-edge credit unions, including CUES members from across all NCUA regions.  She has been a speaker at credit union conferences and is passionate about sharing insights to help credit unions further grow, protect and serve their field of membership. 

Sue earned an MBA in Corporate Strategy & Marketing from the Ross School of Business at the University of Michigan and a BS in Business Administration from the University of Redlands

Brian Scott, Chief Growth Officer, PSCU
Future-Proofing Your Members’ Experience

Brian partners with industry leaders in payments and community financial institutions to create competitive payments programs. Brian helps credit unions position themselves competitively in their own communities and maintain profitability throughout their payments programs. He spent 23 years in the highly competitive consumer payments marketplace and is a recognized leader in payments solutions and innovative technologies. He is a frequent speaker on the future of payments, new payments trends, mobile banking, alternative payments, and how new payments technologies will transform the current banking space.

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

Jennifer Stangl is the Director of Professional Development at CUES. Jennifer’s experience as a performance consultant and leader, along with her proficiency designing leadership development programs and training plans, lends itself to her work supporting the talent development initiatives of CUES members.

Prior to joining CUES, Jennifer spent over 10 years working in the healthcare industry, focusing on employee and leadership development. Most recently, she supported leadership development at UW Health, the largest academic medical center and health system in Madison, WI. There, she managed and designed leadership development programs, team retreats and provided leadership guidance all in support of the organizational strategy. 

Jennifer graduated from the University of Wisconsin-Eau Claire and holds a Professional Certificate in Online Education from UW-Madison Division of Continuing Studies. She is a certified facilitator for DiSC, Igniting Creative Potential through CPSB, FranklinCovey’s Leading at the Speed of Trust, Development Dimensions International (DDI) and a qualified climate practitioner for the Situational Outlook Questionnaire.

Jennifer is a member of the Association for Talent Development and is a Past President for the Association for Talent Development – Madison Area Chapter.


Tim Tolliver, ACC, MSC, VP, Integrated Performance Systems, DDJ Myers

Blind Spots in Succession Planning

Tim applies essential principles of leadership transformation and somatic development to support clients to grow, change, and evolve toward a higher and more masterful expression of their leadership competencies and presence. He has become a positive catalyst and a force multiplier for many high performing individuals and teams seeking to strengthen their bench, prepare for and manage transition, and to navigate strategic conversations. Tim is an Associate Certified Coach by the International Coaching Federation and as a Master Somatic Coach by the Strozzi Institute where he is also on the teaching staff and a lead teacher in their School of Embodied Leadership, a week-long leadership intensive.  He is a primary coach in the “C” Yourself executive development program and a lead teacher of DDJ Myers award-winning Emerging Leaders Program, building the next generation of leaders.

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

Roger Tutterow is Professor of Economics at Kennesaw State University. He also serves as Director of the Econometric Center, an applied research center housed in KSU’s Coles College of Business. 

His analysis of the economic, business and political environments have been featured in a variety of media including Wall Street Journal, Financial Times, USA Today, Atlanta Journal Constitution, Arizona Republic, Florida Times-Union, Kansas City Star, Los Angeles Times, New York Times, Orlando Sentinel, Palm Beach Post, Wichita Eagle and on CNN, CNBC, NBC, Bloomberg Television, NPR’s “Marketplace” and “All Things Considered,” CNN-Radio as well as by regional electronic and print media.

In addition to his work in academia, Dr. Tutterow has served as a consultant on financial economics and statistical modeling for corporate clients ranging from Fortune 500 companies to closely held businesses. He also serves as Chief Economic Advisor for the Henssler Financial Group, an Atlanta-based investment advisory firm and as a strategic advisor to Georgia Oak Partners, a Georgia-focused private equity firm. He has provided expert testimony on economic, financial and statistical matters in state and federal court, before the Georgia General Assembly and before the Georgia Public Service Commission. Dr. Tutterow has given several hundred speeches to professional groups in over 30 states and Canada on topics in the economic, business and political arenas. 

For the last four years, he has been selected by Georgia Trend magazine as a “notable Georgian". In 2003, Georgia Governor Sonny Perdue appointed Dr. Tutterow to serve on the Governor’s Council of Economic Advisors, a capacity that he continues to serve in for current Georgia Governor Nathan Deal. In 2010, he was named to the Special Council on Tax Reform and Fairness for Georgians which conducted a comprehensive review of Georgia’s Tax Code. In addition, Dr. Tutterow has served on the Georgia Child Support Commission, on the Board of Trustees of Berry College, the Board of Directors of Vinings Bank, the Southern Region Board of Directors for the American Red Cross Blood Services and the Board of Directors for Consumer Credit Counseling Service of Atlanta. 

A Georgia native, Dr. Tutterow holds a B.S. in Decision Science from Berry College and a M.A. and Ph.D. in Economics from Georgia State University. Prior to rejoining Kennesaw State University, Dr. Tutterow held faculty and administrative appointments at West Virginia University, Georgia State University and Mercer University. He has also served as a visiting professor at the University of the West Indies in Trinidad and at the Institute for Industrial Policy Studies in Seoul, South Korea.


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

Steve Williams is a founder of Cornerstone Advisors and leads the firm’s strategic planning practice. Steve’s prior experience includes being a banker with Chase, finance work at Arthur Anderson & Co., director of a publicly traded bank, and managing director with M One.

Steve is a graduate of Arizona State University and Northern Arizona University. He is cited often in the press and is a regular contributor to GonzoBanker.