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Execu/Summit®

March 05 - 10, 2017

Westin Snowmass Resort
Snowmass Village, CO

Your price:

Nonmember$2,545.00

CUES Member$1,695.00

Director Member$1,695.00

Schedule

Execu/Summit begins on Sunday, March 5 at 5:00 p.m. with a welcome reception and registration. Breakfast is served Monday through Friday at 7:00 a.m., with sessions immediately following at 7:30 a.m. After morning sessions, we’ve included ample break time so you can network and explore the area. On Monday, Tuesday, and Thursday, we’ll meet to continue sessions in the late afternoons. The conference concludes at 9:30 a.m. on Friday.

Sunday, March 5
5:00–6:00 p.m.    Welcome Reception and Registration
     
Monday, March 6
7:00–7:30 a.m.   Breakfast
7:30–8:00 a.m.   Introduction and CUES updates
8:00–9:30 a.m.  

The Artistry of Change: The Top Three Practices of Highly Resilient People

Carla Rieger, director, The Artistry in Change Training, Inc., Vancouver, British Columbia, Canada

9:30 a.m.–3:00 p.m.   Free time
3:00–3:30 p.m.   Warm-up break
3:30–6:00 p.m.  

The Art of Communication: The Top 6 Habits of Highly Effective Communicators–How to Turn Differences into Mutually Agreeable Outcomes

Carla Rieger, director, The Artistry in Change Training, Inc., Vancouver, British Columbia, Canada

     
Tuesday, March 7
7:00–7:30 a.m.   Breakfast
7:30–9:30 a.m.  

The CAN-AM 61: New and Next Ideas to Grow Your Top Line, Bottom Line, and Member Value Line

Jeff Rendel, president and strategic facilitator, Rising Above Enterprises, Corona, Calif.

9:30 a.m.–3:00 p.m.   Free time
3:00–3:30 p.m.   Warm-up break
3:30–6:00 p.m.   The CAN-AM 61: New and Next Ideas to Grow Your Top Line, Bottom Line, and Member Value Line continues
     
Wednesday, March 8
 7:00–7:30 a.m.   Breakfast
 7:30–10:00 a.m.  

A Case Study of Partnerships vs. Mergers

Facilitated by Jeff Rendel, president and strategic facilitator, Rising Above Enterprises, Corona, Calif.

Featuring David Leusink, CEO; and Andy Kempf, president; 4Front Credit Union, Traverse City, Mich.

 10:30 a.m. on   Free time
     
Thursday, March 9
7:00–7:30 a.m.    Breakfast
7:30–9:30 a.m.  

Re:Imagine Leadership

Sheri Nasim, CEO and leadership consultant; and Tony Baron, do-founder and scholar in residence, Center for Executive Excellence, Inc.

9:30 a.m.–3:00 p.m.   Free time
3:00–3:30 p.m.   Warm-up break
3:30–6:00 p.m.   Re:Imagine Leadership continues
     
Friday, March 10
7:00–7:30 a.m.   Breakfast
7:30–9:30 a.m.  

Fire & Rust

Josh Streufert, creative director and principal, Weber Marketing Group, Seattle

9:30 a.m.   Execu/Summit concludes

 

Sessions

The Artistry of Change: The Top Three Practices of Highly Resilient People
Carla Rieger, director, The Artistry in Change Training, Inc., Vancouver, B.C., Canada

“The ability to creatively handle constant change will be the most sought after skill in the 21st Century. “ - Alvin Toffler, Futurist

After 11 years of research we have identified the top three practices of credit union leaders and board members who tend to stay innovative, solutions-oriented, adaptive, centered, healthy, communicative and proactive in the face of constant change and differences of opinion. We call these people “Change Artists.”

During this entertaining, engaging and practical session, you will discover how to:

  • Think more resourcefully when faced with seemingly impossible tasks
  • Help yourself and others move from a reactive to a proactive response when change hits
  • Create a culture of innovation


The Art of Communication: The top 6 Habits of Highly Effective Communicators–How to Turn Differences into Mutually Agreeable Outcomes

Carla Rieger, director, The Artistry in Change Training, Inc.,Vancouver, B.C., Canada

Differences are an element like fire: too much causes damage,  too little and no transformation can occur. Costly communication breakdowns often happen on work teams because of simple misunderstandings. If not dealt with your team can lose forward momentum, then productivity and engagement can suffer.

Diversity of opinions on your team can lead to decisions that are wiser and more sustainable. During this engaging and interactive workshop you will discover how to:

  • Practice three simple habits that prevent unwanted communication breakdowns
  • Switch from an atmosphere of tension to a "healthy discussion"
  • Have touchy conversations that lead to positive outcomes
  • Communicate your needs in a way that people are open to hearing
  • Win back trust and create goodwill where it was lost

 

The CAN-AM 61: New and Next Ideas to Grow Your Top Line, Bottom Line, and Member Value Line
Jeff Rendel, president and strategic facilitator, Rising Above Enterprises, Corona, Calif.

61 credit unions; 61 states, districts, and provinces; 61 ideas.

How do 61 unique credit unions expand revenue, scale productivity, and boost profits? These new and next ideas can help your credit union increase income, streamline delivery, and maximize your members' experience and loyalty.

The top line is the new bottom line, but only when operations are efficient and service is at its finest. These next practices from credit unions in North America provide functioning ideas that you can implement right away, allowing your credit union to continue moving forward for its members.

 

A Case Study of Partnerships vs. Mergers
Facilitated by Jeff Rendel, strategic facilitator, Corona, Calif.
Featuring David Leusink, CEO; and Andy Kempf, president; 4Front Credit Union, Traverse City, Mich.

4Front Credit Union, the result of two strong successful credit unions realizing that together, they can be even better! Two CEOs. Two Boards. Be witness to the case study of how two Michigan credits unions formed a partnership; neither CEO retired! Many times credit unions will merge because of shrinking membership, loss of management, or regulatory pressure. Seldom do you see two organizations where there is no catalyst other than two boards coming together for the betterment of the organization.

What did the two credit union leaders identify as deal breakers?  How did they manage to fuse two boards into one? How do you select key leadership positions for the executive management team and the board?

Perhaps a partnership may be in your horizon. This session will help you gain insight, generate discussion, and understand the processes involved that make partnerships different from mergers.

 

Re:Imagine Leadership
Sheri Nasim, CEO and leadership consultant; and Tony Baron, co-founder and scholar in residence; Center for Executive Excellence, Inc.  

In today’s information economy, organizations struggle to keep up with constant change. Those that lead by traditional, transactional, command-and-control practices will not survive. In this highly engaging presentation, learn how your organization can meet the demands of rapid change by creating a culture that can respond swiftly, communicate freely, encourage experimentation, and organize as a network of people motivated by a shared purpose. Along with exploring how the pyramid archetype has shaped our leadership models over time, participants will learn how:

  • Transformative leadership can be used to address the challenges of a multigenerational workforce
  • Develop measurable scorecards and gain seven strategic key practices to inspire, equip, and encourage employees of the 21st century to higher performance and greater significance in the workplace


By the end of the program, participants will walk away with an action plan for integrating the transformative leadership model in their workplaces.

 

Fire & Rust
Josh Streufert, creative director and principal, Weber Marketing Group, Seattle

The world’s top CEOs lead their organizations from a brand-first perspective. At the most basic level, brand is how you are perceived by the market. Jeff Bezos said that, “Your brand is what people say about you when you’re not in the room.” It's foundational to affinity, loyalty and consumer choice. In that sense, brand is the most valuable asset that any institution possesses—a complex mix of culture, actions, identity, and marketing.

In this session, we’ll explore why some brands fuel massive growth, while others may unwittingly keep their organizations from reaching their full potential. We’ll tackle questions of strategy, structure, and examine the critical factors to building a brand on fire, versus one that simply rusts away.

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