Vertex Live: Management Development Program

March 24 - 26, 2020

CUES Headquarters
Madison, WI

Your Price:
CUES member

The need for effective management, particularly in the middle management ranks, is more important than ever before. With changes more rapid, staffing leaner, and economic and regulatory pressure making it more difficult to achieve success, there is a limit to what cost-cutting and technology implementations can do to create success.

The Vertex Management Development Program will develop managers who have the ability to improve employee performance, thus creating greater profitability. Your credit union will see results through improved sales and service levels, reduced mistakes and increased employee accountability for performance – quickly recouping your investment in the Vertex Program.

Here are some of the benefits of the Vertex Management Development Program:

  • Reduced Turnover—High quality employees will stay with the credit union as they will work for effective managers.
  • Improved earnings–Improved sales and service performance leads to increased earnings.
  • Improvement is rapid–This concentrated three-day program will provide immediate improvement. Your managers will be more effective and generate better outcomes.

Who Should Attend:

  • Any current manager
  • Any employee with management potential

Key Learning Points:

The Key Attributes and Skills of Highly Effective Credit Union Managers

  • Attributes vs. skills
  • Attributes and skills common among high performing credit union managers
  • How to develop attributes of high performing credit union managers

Effective Delegation

  • What delegation is and is not
  • Warning signs one is not delegating
  • Why managers don’t delegate
  • The process of effective delegation

Team Building

  • Why mission matters in team building
  • Using the G-R-O-W team building model to create a great team
  • Resolving the five dysfunctions of a team

Performance Through Coaching

  • The key behaviors of an effective coach
  • Defining coaching
  • The differences in management and coaching
  • Why and how coaching is an important sub-set of leadership
  • Four critical coaching behaviors
  • Understanding why employees under-perform
  • How to identify the cause of under-performance
  • How to coach to the four respective performance types
  • Using the effective confrontation model to redirect an unwilling/able performance type

Employee Motivation

  • What is motivation?
  • What is engagement?
  • How is engagement different than “buy-in?”
  • The impact of engaged and dis-engaged employees
  • The seven keys to creating an engaging work environment

Strategic Thinking

  • Why strategic thinking is critical to leadership success
  • The strategic thinking gap that exists in credit unions and why it exists
  • The types of strategic thinkers
  • The differences in strategic thinking and strategic planning
  • How strategic masters differ from strategic thinkers
  • The three disciplines of strategic masters
  • Strategic thinking challenges
  • How to become a strategic master


  • The challenge in leading from the middle
  • Management vs. leadership
  • Why credit union managers tend to “over-manage” and under-lead.
  • The three leadership roles of middle managers
  • The keys to implementing skills used In the three leadership roles

Employee Accountability

  • What is accountability?
  • The keys to effective accountability
  • How to conduct an effective performance meeting
  • The keys to setting effective performance goals

Time Management

  • The causes of many of our time management issues
  • How to organize and prioritize using the urgent/Important quadrant model
  • Time management hacks from the best time managers

Conflict Resolution and Effectively Handling Difficult Conversations

  • The primary causes of conflict
  • The impact of fear of conflict and why it is so prevalent in credit union culture
  • What to avoid in conflict resolution
  • What to Do in conflict resolution
  • How to handle peer conflict
  • How to have difficult conversations in an effective manner