CEO/Executive Team Network

November 05 - 07, 2018

Westin Nashville
Nashville, TN

Your Price:
CUES member


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

Nicole Adams-Kraus is a principal in Heidrick & Struggles’ Philadelphia and Los Angeles offices and a member of Heidrick Consulting. She was previously a principal at Decision Strategies International (DSI), a global strategy and leadership development advisory firm acquired by Heidrick & Struggles in 2016.

Nicole’s consulting career has involved advising leaders in Fortune 50 companies in telecommunications, financial services, healthcare, and consumer products industries. She helps drive long-term client success and strategic alignment through future-focused executive education and consulting engagements.

Nicole built her consulting skills at Monitor Company, a strategy consulting firm, working with companies in the U.S., Asia and the Middle East, with a focus on financial services, telecommunications, and consumer packaged goods.

She was also part of the start-up team at Wireless Generation, a premiere education technology company serving most major school districts across the United States. As one of its executive directors, Nicole successfully led product development, service and sales through a period of massive growth.

Nicole earned a bachelor of arts degree in psychology and French literature at the University of Michigan and a master of business administration from Columbia Business School.

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

Success magazine calls Simon T. Bailey one of the top 25 people who will help you reach your business and life goals through practical advice and specific tactics. He joins a list that includes Oprah Winfrey, Brene Brown, and Tony Robbins.

His expertise focuses on change, leadership, and customer experience. He’s worked with over 1,500 organizations in 45 different countries. As an innovator, educator, executive advisor, and author, he shapes the lives of men and women around the world.

Prior to founding his company, Simon held the role of sales director for the world-renowned Disney Institute, and worked in hospitality and tourism for 20 years. His strategies drove the acquisition of an Orlando-based healthcare system and catapulted a hospitality company to be ranked #1 in customer service on Expedia.

Simon emboldens individuals to impact the world by sharpening natural talents. Outside of his learning and development programs for organizations, Simon’s consumer-facing courses powered by LinkedIn have been viewed by more than 600,000 people in 100 countries. When Simon is not working, he spends quality time with his two active teenagers, roots for the Buffalo Bills, and is an avid moviegoer. He believes his most important role is to be a great dad and to volunteer in serving the least, the last, and the lost men in society.

David Bell, author, Xinmei Zhang and Yongge Dai professor, The Wharton School
The BOSS Model: A Go-To-Market Framework for the Digital Economy

Digital transformation is moving fast. Businesses must embrace the changes or risk getting left behind. David R. Bell, a pioneering aficionado of the digital economy and a specialist in how to integrate the digital world with the real one, is helping companies win in today’s evolving marketplace.

An award-winning researcher and teacher, David holds the Xinmei Zhang and Yongge Dai professorship at the Wharton School, where he created the school’s first MBA and executive education courses on digital marketing and e-commerce.

His engaging and provocative style is popular with students and business leaders alike—in both physical and virtual classrooms. More than 550,000 students worldwide have signed up for his online marketing management course on Offline he has taught thousands of executives and students not only at Wharton, but also UCLA, MIT, INSEAD and the Indian School of Business.

Bell’s best-selling book, Location Is (Still) Everything (New Harvest, 2014), focuses on how we use the internet to shop and search for information. Its key thesis—that real world factors systematically drive virtual world behaviors—is reinforced though rigorous analysis and countless practical examples. Most recently, he co-authored Pharma 3D: Rewriting the Script for Pharma Marketing in the Digital Age, an e-book discussing how pharma companies can capitalize on patient engagement through digital marketing.

A sought-after advisor and seed investor, David consults with such transformative brands as Bonobos, Harry’s, Jet, and Warby Parker, among numerous others. He is also the president of Idea Farm Ventures, a consumer lifestyle incubation fund.

A New Zealand citizen, David received his doctorate from Stanford University’s Graduate School of Business.

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

Naturally curious and fascinated by humans, Bianca is a serial entrepreneur, and an experienced speaker in technology, identity, trust and data, as well as a seasoned business development strategist, leader and senior executive.

She developed and cultivated her love for and expertise in identity as the CIO of BioConnect, where she ran product management, marketing, business development and client.

Identity has changed tremendously over history and with it a series of problems associated with the nature of identity today. Bianca’s entrepreneurial approach to these challenges has earned her recent accolades as a 2017 Top 40 Digital Influencer in Finance by Thomson Reuters and a 2018 Top 100 Identity Influencer by OWI, alongside Edward Snowden and Mark Zuckerberg.

A native Brazilian and proud Canadian, Bianca is a citizen of the world. She is a big believer in the power of education. Bianca speaks five languages, has degrees in finance and political science, and a Masters in mathematics. Her constant desire to learn new things has driven her to focus on helping others uncover the power of data and the impact that has on identity. Bianca believes change is your only constant and that product management and business are ways to build the change you want to see in the world!

Richard Rumelt, renowned author, strategy thought leader, and Harry and Elsa Kunin professor of business & society, UCLA Anderson Graduate School of Business and Management
Good Strategy/Bad Strategy

Richard Rumelt is a sought-after speaker and consultant who works with numerous corporations and other organizations around the world. Through workshops, group facilitation, talks, special projects, and direct one-on-one coaching, he helps executives craft meaningful, ambitious, yet actionable strategies for defining and surmounting their most important challenges and opportunities.

Richard’s clients have included institutions such as AT&T, Shell, Telecom Italia, Kings College London, O-I Corp, The National Bank of Canada, Lukoil, Microsoft, HP, Apple, and the U.S. Army Special Operations Command.

His most recent book, Good Strategy/Bad Strategy–The Difference and Why It Matters, has received many accolades and significant press attention, and was short-listed in the Financial Times Goldman Sachs 2011 Best Business Book of the Year Award. Widely known for his unique and penetrating perspectives, the McKinsey Quarterly has dubbed Richard as “Strategy’s Strategist,” and the Wall Street Journal as “Guru.”

Richard is the Harry and Elsa Kunin professor of business & society at UCLA Anderson, a graduate school of business and management. Richard is widely recognized as having put in place many of the key foundations of the intellectual subject of business strategy in a series of highly-cited books and scholarly articles.

Among his many honors and awards, he recently has been elected as the 2014 Fellows of the Academy of International Business Eminent Scholar. Also this year, the Thinkers50 organization listed him as among the top few contenders for the #1 position in strategy in the world.

Rumelt studied decision sciences and corporate strategy at the Harvard Business School, receiving his doctorate in 1972, and before that earned Bachelor’s and Master’s degrees in electrical engineering from the University of California, Berkeley. His first job was at the Jet Propulsion Laboratory in Pasadena, designing Mars Mission spacecraft.


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

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 wonk 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. Cited often in the press and a regular contributor to GonzoBanker, Steve is a nationally sought-after speaker and facilitator, including ABA, BAI, CUES, CUNA, American Banker, and Bank Director.