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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

Speakers

Tony Baron, co-founder and scholar in Residence, Center for Executive Excellence, Inc.
Re:Imagine Leadership

For over 20 years, Dr. Baron has studied the impact of power on people, organizations, communities, and societies. In 1993, Dr. Baron founded Baron Center, Incorporated, a San Diego-based consulting firm hailed for pioneering violence prevention programs. His research led to the publication of Violence in the Workplace: A prevention and Management Guide (1993), and When Work Equals Life: The Next Stage of Workplace Violence (2000).

Dr. Baron counseled survivors of the Oklahoma City bombing of the Murrah Building in 1995, the Columbine High School massacre in 1999, as well as survivors from the September 11, 2001, attack on the World Trade Center.

In 2009, while serving as president of the Servant Leadership Institute in Vista, California, he published a book on leadership: The Art of Servant Leadership (2010), a compelling case study of leadership tested by adversity.

As scholar in residence at Center for Executive Excellence, Dr. Baron inspires and develops leaders to achieve results without compromising dignity. He holds a double doctorate in psychology and theology and has completed post-doctoral continuing education work at Harvard medical School. He is Board Certified in Forensic Medicine and is a diplomat in the American Board of Psychological Specialties.


Andy Kempf, president, 4Front Credit Union, Traverse City, Mich.

A Case Study of Partnerships vs. Mergers

Kempf has served as president of 4Front Credit Union since its inception as the result of a merger in January 2015. Prior to the partnership, Kempf led one of 4Front’s original institutions, the former Members Credit Union of Traverse City, Michigan, and served as chief executive officer of Preferred Credit Union, headquartered in Grand Rapids. His banking and finance experience spans more than 20 years, including a short stretch in commercial lending at a mid-regional bank.

Kempf enjoys the unique privilege of having been actively involved in two separate credit union mergers, both featuring institutions of like size and financial well-being.  In both instances, involved institutions observed the possibility to be better through partnership.  These experiences helped cement Kempf’s strong belief that credit union mergers need not result in winners and losers, but should instead present opportunities for institutions to reinvent themselves and deliver the very best credit union possible.


David Leusink, CEO, 4Front Credit Union, Traverse City, Mich.

A Case Study of Partnerships vs. Mergers

Leusink previously led the second half of 4Front’s partner original institutions – Bay Winds Federal Credit Union in Charlevoix, Michigan. Following a brief engagement with a national finance company to kick off his professional career, Leusink has spent the past 30 years affiliated with exceptionally high performing credit unions.  He directed lending and collections and was ultimately named president of Kent County Credit Union in Grand Rapids, Michigan, leading that institution for 13 years before assuming the helm of Bay Winds FCU in 1998.


Sheri Nasim, CEO and leadership consultant, Center for Executive Excellence, Inc. 
Re:Imagine Leadership

Successful leaders do many things, but perhaps, their most telling characteristic is their ability to inspire excellence by connecting people with purpose. Nasim helps leaders foster a culture of purpose by linking profit maximization with purpose maximization.

As president and chief executive officer of Center for Executive Excellence, Nasim offers compelling advice and practical tools based on her expertise in leadership effectiveness, strategic execution, and values that guide excellence.

She is a frequent guest speaker at leadership conferences with an emphasis on blending a purpose-driven culture with strategy execution.

Nasim holds an MBA from the Ken Blanchard College of Business at Grand Canyon University and which blends into leadership principles with traditional MBA curricula.

Her book, Work on Purpose, shares the journey that lead her to reframe her career identity from, “How can I make a living?” to “How can I contribute?” The book offers a blueprint to help others develop a purpose plan to clarify their purpose, awaken their passion, and realize their potential.

Nasim is currently writing a book with Center for Executive Excellence co-founder, Dr. Tony Baron, called Ditch the Pyramid: Reimagining Leadership for the 21st Century. Over 3,000 LinkedIn followers read her weekly posts on leadership, purpose, and culture.


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

Rendel, Certified Speaking Professional, knows the financial services marketplace. With experience as a federal banking regulator, financial services executive, and Congressional lobbyist; he understands the balancing act of safety, soundness, sales, and strategy.

As president of Rising Above Enterprises, he works with financial services providers that want elite results in leadership, sales, and strategy.  Each year, he addresses and facilitates for nearly 100 financial institutions and their business partners.

Rendel examined a wide array of the nation’s banks and partnered with all levels of executive management. He oversaw the strategic operations of a leading California community bank, directing corporate initiatives and helping guide the bank to record growth, market share, and financial results.

Rendel has represented financial institutions on the West Coast, serving as a first and main resource to Members of Congress as they sought to understand implications of legislation upon financial services.  

A highly sought after and accomplished speaker; he is a professional member of the National Speakers Association (NSA) and has earned the NSA’s Certified Speaking Professional (CSP) designation. Fewer than five percent of the world’s speakers hold this achievement.

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

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

Rieger is an expert on creative change management---helping people in high pressure leadership roles thrive and grow. She is the director of The Artistry of Change Training Inc, a consulting firm based in Vancouver since 1991. She has written four books on change, creativity and conflict resolution, and is a regular columnist for several publications. In addition, she has over 15 years experience in the performing arts, specifically comedy. She has spoken to over 200,000 people internationally. As a frequent speaker, trainer, facilitator and coach, Rieger helps people negotiate successfully through the “groan zone” of change.


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

Streufert is a principal and creative director at Weber Marketing Group — a branding, advertising and retailing firm specialized in solving the unique branding challenges of financial institutions. In his 18 years with Weber Marketing, Streufert has developed and executed dozens and dozens of financial brands, worked on hundreds of retail installations, and produced thousands of ads in just about every medium imaginable — from TV to beer coaster.

Streufert has been featured at The Financial Brand Form, the BAI Retail Delivery conference, and is a regular contributor to the CUES School of Strategic Marketing. He believes there’s always a fresh way to solve an old problem, which helps make him one of our industry’s most consistently innovative creative professionals.

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