Execu/Summit®

March 10 - 15, 2019

Westin Snowmass Resort
Snowmass Village, CO

Your Price:
Nonmember
$2,595.00
CUES member
$1,745.00
Nonmember (Can)
C$3,245.00
CUES member (Can)
C$2,180.00

Schedule

Sunday, March 10
5:00–6:00 p.m.   Welcome Reception and Registration
     
Monday, March 11
7:00–7:30 a.m.   Breakfast
7:30–8:00 a.m.   Introduction and CUES updates
8:00–9:30 a.m.
 
  Transformational Leadership: Creating a Culture Where the Extraordinary is Commonplace
Hugh Blane, President, Author, and Speaker, Claris Consulting
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.
 
  Mastering Your Mindset: Developing a Mindset of Passion, Growth and Innovation
Hugh Blane, President, Author, and Speaker, Claris Consulting
     
Tuesday, March 12
7:00–7:30 a.m.   Breakfast
7:30–9:30 a.m.
 
  Battling FinTech: The Future of Finance/Creating a Blueprint for 2025
Sundeep Kapur, Digital Strategist, Omni-Channel Execution
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.
 
  Battling FinTech: The Future of Finance/Creating a Blueprint for 2025
Sundeep Kapur, Digital Strategist, Omni-Channel Execution
     
Wednesday, March 13             
7:00–7:30 a.m.   Breakfast
7:30–10:00 a.m.
 
  Economic Trends, International Trade and What’s Ahead
John Manzella, President and CEO, Manzella Trade Communications, Inc.
10:00 a.m.   Sessions end for the day – free time
     
Thursday, March 14
7:00–7:30 a.m.   Breakfast
7:30–9:30 a.m.
 
  Top 10 Marketing Trends Every Credit Union Should Know
Mark Arnold, President, On the Mark Strategies
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.
 
  Developing the Ultimate Strategic Plan
Mark Arnold, President, On the Mark Strategies
     
Friday, March 15
7:00–7:30 a.m.   Breakfast
7:30–9:30 a.m.

 
  The P.I.L.O.T. Method Workshop: The 5 Elemental Truths to Leading Yourself in Life
Elizabeth McCormick, Former Black Hawk Helicopter Pilot and Chief Inspirational Officer, Soar 2 Success International
9:30 a.m.   Execu/Summit concludes

 

 

Sessions

Monday, March 11

Hugh Blane, President, Author, and Speaker, Claris Consulting

Morning session
Transformational Leadership: Creating a Culture Where the Extraordinary is Commonplace

Innovative technologies, global competition, diminished resources and a heightened war for talent have transformed the world of work. What remains to be transformed is the leadership responsible for navigating these changes. In this presentation leaders will learn the seven principles used by successful organizations to transform their leadership, their culture and their business results in extraordinary ways.

Afternoon Session
Mastering Your Mindset: Developing a Mindset of Passion, Growth and Innovation
 
The single greatest factor affecting a leader’s or team’s performance is their mindset—what happens in between their ears. It’s not the corporate strategy, it’s not the compensation plan, nor is it the market segments they’re pursuing. It’s what each leader and team member choose to focus on, to believe, and to create for themselves and for others. In this session participants will learn how to cultivate the five essential characteristics of a powerful mindset.

Tuesday, March 12

Sundeep Kapur, Digital Strategist, Omni-Channel Execution

Battling FinTech: The Future of Finance/Creating a Blueprint for 2025

The sheer volume of consumer data collected through digital interactions continues to soar; however, the real power lies in having insight into that data.

Together, we’ll brainstorm best practices on the effective use of information, and develop practical, proven, and innovative ideas to chart a clear path to success. In the morning, we’ll

  • Discuss key initiatives driving change outside our industry
  • Highlight champions of innovation within our industry
  • Explore the impact of consumer expectations

In the afternoon, we’ll create a plan to address three things; we’ll:

  • Define an aspirational environment of the future
  • Conduct a pragmatic assessment of our current state
  • Identify gaps, and chart a roadmap to drive future success

You’ll walk away inspired with many ideas—including a plan addressing these five important points:

  1. How do you become top of wallet? How can your credit union become one of the top five apps? What would it take for your credit union to become the primary financial institution?
  2. How best could you deliver on secure, personalized, and relevant experiences that are truly omni-channel?
  3. How do you keep innovating, and take deliberate steps to drive success to ensure your ability to survive and thrive as an organization?
  4. What should your future organizational structure look like? What roles should people play? How do we keep learning?
  5. What is the emerging role of the director and executive leader? How do you become a true mentor? How best should you manage change in this uber competitive environment?


Wednesday, March 13

John Manzella, President and CEO, Manzella Trade Communications, Inc.

Economic Trends, International Trade and What’s Ahead

Economic trends, critical issues, and policy positions advanced by President Trump are impacting corporate competitiveness and the U.S. and world economy. Combined with greater levels of volatility and trade tensions, these issues are shaping our future. What does this mean to the United States and your business? This invaluable session answers many questions, reveals global dangers, and offers analysis to help you better understand what’s ahead and reduce risk.


Thursday, March 14

Mark Arnold, President, On the Mark Strategies

Morning session
Top 10 Marketing Trends Every Credit Union Should Know

Wayne Gretzky, the great hockey player, once said “I skate to where the puck is going to be, not where it has been.” It’s the same thing with identifying marketing trends; you need to know what the trends are going to be, not what’s worked well in the past decade.

Marketing is changing, and your credit union must change, as well. We’ll explore marketing trends, including:

  • Employing a digital strategy
  • Staying relevant—the key to sustainability
  • Creating a unique user experience

Afternoon session
Developing the Ultimate Strategic Plan

Successful credit unions have sharp strategic plans. Organizations that consistently plan well enjoy success more frequently. As author Jim Collins notes in his book Good to Great, “good is the enemy of great.” Make sure your credit union doesn’t just settle for good, but instead strives for greatness. This session covers:

  • The strategic funnel
  • How to put zing into your planning sessions
  • The magic ingredient to the ultimate strategic plan
  • Tips for improving your strategic plan


Friday, March 15

Elizabeth McCormick, Former Black Hawk Helicopter Pilot and Chief Inspirational Officer, Soar 2 Success International

The P.I.L.O.T. Method Workshop: The 5 Elemental Truths to Leading Yourself in Life

Join Elizabeth as she shares stories from her time as a U.S. Army Black Hawk Pilot, and learn the P.I.L.O.T. method:  

Potential
How do you look within to set better intentions for your day and not allow the changes in your environment and the attitudes of others to influence your attitude? Discover and believe in your potential. Your confidence leads to competence that you build on toward a mission of excellence.

Implementation
What if your focus was honed to a laser edge to allow you to get more done? Learn the skills to systemize your prioritization, understand the neuroscience behind multi-tasking, and the strategies to combat feeling overwhelmed.

Leadership
Why make it complex? Simplify leadership with C.A.N. principles: Communicate, Aviate (Action), Navigate (be clear on your desired outcomes).

Optimize
Learn to find a higher level of performance that is maintainable and sustainable (OPTIMAL), and improve your resilience factor—and everything else.

Tenacity
Don’t give up! Elizabeth will share the story of a near-crash which occurred during a FEMA natural disaster mission, and the lesson learned that you can apply to your life and in your job immediately.

Topics & speakers subject to change.