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CUES Symposium: A CEO/Chairman Exchange

January 29 - February 02, 2017

Frenchman's Reef and Morning Star Marriott Beach Resort
St Thomas, VI

Your price:

Nonmember$2,775.00

CUES Member$1,850.00

Director Member$1,850.00

Schedule

Schedule at a Glance

  • A Welcome Reception for attendees and their guest kicks the conference off at 4:30 p.m. on Sunday
  • Mornings start at 7:00 a.m. with a breakfast buffet; learning sessions end each day at noon
  • The afternoons and evenings are left open for your team to explore the area and participate in team-building activities
  • Conference concludes on Thursday, February 2, at 11:00 a.m

Sunday, January 29

4:30–6:00 p.m.    Welcome Reception
Monday, January 30
7:00–8:00 a.m.   Breakfast Buffet
8:00–8:15 a.m.   Welcome to Symposium
8:15–10:00 a.m.   General Session
Steve Farber, Extreme Leadership: Your Radical Leap Forward at Work and Beyond
10:00–10:20 a.m.   Networking Break
10:20 a.m.–noon   General Session continues
NOON   Lunch on your own
12:30–3:30 p.m   Optional Event
Buck Island & Harbor Catamaran Sail
Separate registration required; event includes lunch
Tuesday, January 31
 7:00–8:00 a.m.   Breakfast Buffet
 8:00–9:30 a.m.   Breakout Sessions

Francis Flynn, A Two-Part Session: Sound Decision Making and Harnessing Collective Wisdom

Joel Trammell, Strategic Execution

Lisa Petrilli, Visionary Leadership
 9:30–9:45 a.m.   Networking Break
9:45 – 11:00 a.m.   Breakout Sessions continue
 11:00 a.m.–noon   Open Forum Sessions
 
CEO Session
Chairman Session
 NOON   Lunch on your own
 1:00 p.m.   Golf Tournament
Separate registration required; event includes lunch
Wednesday, February 1
 7:00–8:00 a.m.   Breakfast Buffet
 8:00–9::30 a.m.   Breakout Sessions

Francis Flynn, A Two-Part Session: Sound Decision Making and Harnessing Collective Wisdom

Joel Trammell, Strategic Execution

Lisa Petrilli, Visionary Leadership
 9:30–9:45 a.m.   Networking Break
 9:45–11:00 a.m.   Breakout Sessions continue
11:00 a.m.–noon   Open Forum Sessions
 
CEO Session
Chairman Session
 NOON   Lunch on your own
 12:30–6:00 p.m.   Optional Events – Choose From Two:

Option one: Experience St. John Tour
Option two:  Scenic St. Thomas Tour        
    
Separate registration required, both events include lunch
Thursday, February 2
 7:00–8:00 a.m.   Breakfast Buffet
 8:00–9:30 a.m.   Breakout Sessions

Francis Flynn, A Two-Part Session: Sound Decision Making and Harnessing Collective Wisdom

Joel Trammell, Strategic Execution

Lisa Petrilli, Visionary Leadership
 9:30–9:45 a.m.   Networking Break
 9:45–11:00 a.m.   Breakout Sessions continue
 11:00 a.m.  

Symposium Concludes

 

General Session

Extreme Leadership: Your Radical Leap Forward at Work and Beyond
Steve Farber, President, Extreme Leadership, Incorporated

In this chaotic and extreme age, business leaders must demonstrate an unprecedented level of passion, determination, foresight, dedication, and fearlessness. Learn to use the LEAP framework—Love, Energy, Audacity, and Proof— to radically improve your organization and your life. In this energetic and insightful program, you will discover how to:

  • Harness fear and use it to your advantage
  • Use the power of the heart to achieve the extraordinary at work
  • Inspire yourself and others to change the world you live in
  • Earn your customers and employees love and loyalty
  • Keep yourself and others passionately engaged in the work at hand—even in troubled or difficult times

 

 Breakout Sessions

A Two-Part Session

Sound Decision Making
Harnessing Collective Wisdom

Francis Flynn, Paul E. Holden Professor of Organizational Behavior, Stanford University Graduate School of Business

Some managerial decisions involve considerable time, attention, and effort. Others tend to be made on instinct or "gut feel," also known as intuitive judgment. In part one of Flynn's session, we’ll discuss ups and downs of intuitive managerial decision making, and learn a sound approach for reaching good decisions on a regular basis.

In part two, Flynn will share research-based truths about making more effective decisions in groups. We’ll participate in a group decision-making task, and examine the results in a full-class discussion. We’ll learn how group discussions can distort thinking and become dysfunctional, as well as how such meetings can be used to harness the collective wisdom of the crowd. Walk away with strategies for being an effective team member and becoming an effective team leader.

 

Predictable Results Through Strategic Alignment
Joel Trammell, Founder and CEO, Khorus

In many organizations, the process boards and CEOs use to align the company with high-level strategy looks a lot like a game of telephone. Over multiple handoffs, the plan decays—and the organization struggles to work together and get the right things done.

If you want to build a sustainable, predictable credit union, it’s time to get serious about strategic alignment. In this session, you’ll discover a proven process for getting the board, the CEO, and the organization at large on the same page. Attendees will learn:

  • Why so many organizations falter in the execution stage
  • Best practices for breaking strategy into concrete priorities
  • How to effectively align goals up, down, and across your credit union
  • Characteristics of the perfect performance metric
  • The far-reaching benefits of goal transparency
  • A unique approach to gathering predictive feedback from employees—and adjusting the plan as necessary

 

Visionary Leadership
Lisa Petrilli, CMO/COO, To Be A Woman Global Empowerment Platform

Exceptional leaders excel at creating and communicating a clear, inspiring vision. They understand the critical importance and power behind a vision that motivates their leadership teams, board members, and employees to passionately follow them, and their stakeholders to believe in them.

Vision charts the course and is the fulcrum upon which the company’s ability to succeed balances.

In this session, attendees will learn the implications of a well-developed vision, and will work directly with their colleagues to create a vision for their credit union ready to be presented to their organization back home.

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