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Thursday, Feb 11, 2021
Presenter: Derek Matts, MBA, Visions FCU’s Organizational Development Manager

Let’s make CUES Membership benefits infectious at your credit union!

Join Derek Matts, MBA, Visions FCU’s Organizational Development Manager, as he discusses how Visions:

• Committed to providing leadership development to all staff
• Incorporated CUES Membership benefits into their organization’s training and development plans
• Plans to create an organizational strategy around CUES benefits specifically to provide leadership training
   

We’ll also help you build an action plan to expand usage of CUES membership benefits within your organization. Every launch is different, but if you follow these steps, you will be prepared for successful implementation of the benefits. 

For virtual education support, review these helpful steps and frequently asked questions.
 

Key Takeaways

• Why a commitment to leadership learning is essential for successfully leverage CUES membership benefits 
• How to create a strategy to amplify internal usage of your investment
• Gain access to resources to collaborate with marketing, IT, and other departments to launch, promote, and drive usage of the benefits
• Connect with other credit union professionals responsible for developing learning curriculum

Thursday, February 25, 2021
Panelists: Trace Ledbetter, David Crawford, Charlie Miller, John Pearson

Panelists from State National Companies discuss how a culture of innovation has allowed State National to deliver exceptional service and an elevated client experience. During this discussion, the panel will address how technology influences customer satisfaction both for State National and for credit unions. 

Key Takeaways:

• State National's biggest lessons learned leveraging technology applications and creating a foundation for a culture of innovation.
• New technology enhancements and how they go hand-in-hand with client experience. 
• Steps credit unions can take to implement or amplify their own culture of innovation.
• How specific credit unions are focusing on new technology enhancements to improve their member experience. 
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Panelists:

Trace Ledbetter
Executive Vice President
State National Companies

Trace Ledbetter is Executive Vice President at State National Companies, where he directs and oversees the delivery of all services and products for Lender Services, including customer relationship management, underwriting, and claims.

David Crawford
Vice President of Strategy & Innovation
State National Companies

David Crawford joined State National in 1998, establishing and overseeing service operations for over 20 years. In 2019 he accepted the newly created role of Vice President of Strategy & Innovation, where he is responsible for researching, selecting, and implementing technology-based solutions to further enhance service delivery to SNC clients.

John Pearson
Executive Vice President & National Sales Manager
State National Companies

John Pearson is Executive Vice President and National Sales Manager of State National Insurance Companies. In that role, he is responsible for all aspects of the sales of Collateral Protection Insurance (CPI) to lenders across the country. 

Charlie Miller
Vice President of Client Services & Operations
State National Companies

Charlie Miller is State National's Vice President of Client Services and Operations, overseeing the relationship- and service-focused client-facing team as well as our fundamental loan and insurance tracking operations, including Document Processing and our in-house Contact Center.

This event is FREE for CUES Unlimited and Unlimited+ Members

Tuesday, June 15, 2021
Presenter: Dr. Troy Hall, Author, Radio Host, Global Speaker, Talent Retention Strategist and Consultant 

Influence Thinking™ is a mindset based on three components: knowledge, the involvement of outside counsel, and the actions the leader takes that can lead to a more positive decision or outcome. 

Retaining talent for the future requires a leader mindset that understands how to motivate, influence, and enable others to success. Through powerful examples that have shown success in organizations around the globe, Dr. Troy will walk through how to utilize Influence Thinking™ to build more cohesive organizations.

Key Takeaways

• The three aspects of Influence Thinking™ and how to implement them in your own business.
• How to avoid “Garbage Day Thinking” and move to action-oriented achievements.
• The steps necessary to turn a vision into an achievable goal.
   

For virtual education support, review these helpful steps and frequently asked questions.

About the Presenter:

Dr. Troy Hall
Author, Radio Host, Global Speaker, Talent Retention Strategist and Consultant 

Featured on the Today Show, ABC, Beyond the Business Radio Show, and CEO World, Dr. Troy Hall is an award-winning culture strategist, speaker, bestselling author, and talent retention expert. His doctorate in Global Leadership and Entrepreneurship has sent him across the globe to help leaders create cultures of cohesion and retain top talent in their organizations.

With more than 40 years of practical leadership experience and a Ph.D., in Global Leadership & Entrepreneurship, Dr. Troy's passion is helping others succeed. His consulting and executive coaching sessions have positively impacted organizational leaders around the globe on how to create cultures of cohesion to retain their top talent. 

Dr. Troy is the author of the best-selling title, Cohesion Culture: Proven Principles to Retain Your Top Talent, and co-author of a Best New Book Release, Mission Matters: World’s Leading Entrepreneurs Reveal Their Top Tips for Success. His latest book, Fanny Rules: Nine Lessons Behind the Making of a Leader, is a tribute to his mother's mentoring and leadership legacy, which launches in 2021.

This event is FREE for CUES Unlimited and Unlimited+ Members

Thursday, April 8, 2021
Presenter: Connie Miller, Regional President, Horizon Credit Union

Connie Miller will share how to utilize some great tools to be effective in your communication, and prevent drama from entering a situation or relationship. Also, learn how to get away from drama if it is occurring in your life today. We can innocently get pulled into a dangerous drama zone that causes stress or mental exhaustion, often when we are simply trying to help. Connie will provide you some tools to use in your everyday walk with your coworkers, clients, children, spouse, and other important relationships. You’ll leave with a solid quick resource to help the victims in your life switch their thinking and solve their own problems, while freeing yourself from the responsibility. You will learn the effect of unintended consequences when a well-meaning rescuer simply tries to help a victim that turns into enabling behaviors, and also the damage created when a victim is uncomfortable having crucial conversations. You will leave this workshop with practical hands-on tools to use to create a supportive environment of positive communication that will have a huge impact on gaining control in your life. It is possible to live a drama free life of positivity and gain respect as a supervisor, employee, and friend in the process. 
 

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Connie Miller
Regional President
Horizon Credit Union

Connie is currently the Regional President for Horizon Credit Union and most recently served as the President/CEO of Icon Credit Union. Connie was honored as one of Idaho’s CEO’s of Influence for her leadership, integrity, vision, diversity, and influence. Connie led Icon Credit Union to the 7th healthiest credit union from more than 5,400 credit unions in the nation and today, Horizon also ranks as a Top 100 credit union. In addition to her many awards, Connie was also awarded the Thanks Badge II, the highest award in Girl Scouting, for her exemplary service to the Girl Scout organization.   

Connie Miller graduated from Boise State University with a Bachelors of Business Administration Degree in Accountancy. Connie received her graduate level certification from Western CUNA Management School. She was appointed to the Twelfth District of the Federal Reserve Bank Depository Institution Advisory Council. Icon Credit Union was a recipient of the Top 10 Best Places to Work in 2020. Connie’s passions include building strong leaders and strong cultures in the workplace. Connie serves on many local boards and committees, including  Junior Achievement, Global Women’s Leadership Network and the College of Western Idaho Foundation Board.  

Connie is a published author, and published a leadership book titled, “Don’t Sabotage Your Career,” to share her insights on how to become a top professional and avoid making unintentional mistakes that may hold your career back and hurt your personal brand.    
 

Original Air Date:  Thursday, February 28, 2019

Presenter: Rick Hiles, Credit Union Industry Team Lead, Hyland

Description: The loan origination cycle is fraught with inefficiencies when it comes to collecting and processing documents. In today’s competitive market, credit unions must accelerate their lending processes and eliminate security risks like lost documentation and critical errors to attract and retain business from borrowers. This webinar will explore how document tracking can drastically improve and automate processing for credit union lending departments, ensuring compliance.  View a demo of a solution that proactively ensures credit unions have what they need to make decisions and fund loans while automating and maintaining proper documentation and remaining compliant.

Key Takeaways:

• Understanding the document tracking process
• Common inefficiencies in loan processing that can be addressed by a document tracking solution
• Key components of a loan document tracking solution
• How to ensure a credit union remains compliant
• How to avoid regulatory hurdles
• Ensure you are prepared for audits
• How to easily comply with industry regulations
• How to promote better member experience

About the Presenter:

Rick Hiles
Credit Union Industry Team Lead
Hyland

Rick’s past six and a half years with the company includes various roles and responsibilities within marketing and sales supporting financial services, insurance and healthcare industries. Rick understands the intricacies of managing complex data in highly regulated environments and is dedicated to helping businesses—specifically financial institutions—simplify and automate their processes, achieving maximum efficiencies and compliance.

This event is FREE for CUES Unlimited and Unlimited+ Members

Monday, April 12, 2021
Presenter: Kevin Smith, Consultant and Publisher, TEAM Resources

Board Succession Planning is more important than ever, as credit unions look to address diversity and renewal of talent in their ranks. A liaison to the board can help create a well-documented environment that fosters smooth succession and transitions as well as promotes the good governance practices for this process. 

Join us as we discuss practices to help modernize this practice and red flags to avoid getting stuck in the search process.
 

Live Q&A Format:

This 30-minute session offers insight from a subject matter expert via a live Q&A with time available for questions from the live audience. 

Through this session, attendees will gather new perspectives and knowledge, challenging them to integrate these ideas into their own experiences and role. 
 

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Kevin Smith
Consultant and Publisher
TEAM Resources

Kevin Smith is Consultant and Publisher with TEAM Resources. He brings extensive experience in training, designing and implementing professional development resources to nourish the growth of leaders within the credit union industry. Kevin facilitates strategic planning processes, teaches Strategic Governance to Boards of Directors, and oversees the TEAM Resources board self-evaluation programs with credit unions nationwide.

Kevin is co-author of A Credit Union Guide to Strategic Governance. This essential book helps Governance teams become as effective as possible. He also writes the monthly TEAM Resources blog that is read by thousands nationally. The monthly blog shares guidance on board topics such as governance, strategy and issues related to the supervisory committee. 

Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education. In that role Kevin developed and oversaw programs for credit union executives, boards, and volunteers. This included conferences and training events, webinars, print programs, and online courses, among others. During his tenure at CUNA, he created and brought several new programs to the credit union movement. One of these is the CUNA Volunteer Certification Program, an intensive, competency-based program for boards and supervisory committees, offered as a five-day onsite event or as a self-study program, both involving rigorous testing for completion. He also created the CUNA Training On Demand series of downloadable training courses, and the CUNA Pressing Economic Issues series featuring the CUNA economists.

Behind the scenes Kevin was involved with a team of CUNA leaders focused on creating a culture of innovation within the trade association, and working toward keeping the organization forward-thinking, to create new and better programs for its membership. This included participation in an IDEO design program. 
               
Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater. 

He holds a Master’s degree from DePaul University, Chicago and a Bachelor’s degree from Miami University, Oxford, OH. 

About TEAM Resources: 
Team Resources is dedicated to providing strategic planning, training and consulting for banks, credit unions and other financial institutions nationwide. We also produce the Lenders Tax Analyzer© software, a simple and powerful tool used by thousands of loan officers to help them understand borrowers' tax returns.

Tuesday, March 16, 2021
 

During this session you will learn how to develop learning plans for your board directors and maximize their usage of the Director’s Education Center.

Key Takeaways

• Engagement strategies for Board members with your CUES Membership.
• Maintain professional development in your role on the board.
• Better understand how CUES benefits can strengthen your governance skills.
   

For virtual education support, review these helpful steps and frequently asked questions.
 

Guest speaker: Lorrie Forde, Board Chair at Summerland Credit Union – hear how Summerland Credit Union has utilized development plans on their board.

This event is FREE for CUES Unlimited and Unlimited+ Members

Thursday, May 13, 2021
Presenter: Shannon Whitman, Senior Scrum Master, Aetna, a CVS Company

Building high performing teams that communicate and collaborate effectively has never been more important or more challenging than it is today.  

This workshop helps organizational leaders lay the groundwork for championship-level performance through the identification and communication of organizational core values. Building these core values into the fabric of the organization creates a culture of excellence, but it doesn't happen by accident!  During this session, we'll explore the work of building an organizational culture that sets you apart. We'll also discuss the six traits shared by all high performing teams. You'll learn how each trait impacts performance and evaluate how well your organization and the teams within it currently perform with regard to each trait.  
 

Key Takeaways

After participating in this training, participants will be able to:

• Identify the culture and core competencies within their organization
• Recognize misalignment between organizational core values and daily practice
• Describe the six traits shared by all high-performing teams
• Evaluate how well their organization is performing in each of these six areas
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Shannon Whitman
Senior Scrum Master
Aetna, a CVS Company

Shannon Whitman is a senior-level practitioner of Human Resources and Professional Development with twenty years of experience helping organizations align their talent 
management programs with their business goals.   

Shannon holds an MBA in Human Resource Management from the University of St. Thomas in Minneapolis, Minnesota, as well as the SPHR and SHRM-SCP certifications.  A Past-President of the Association for Talent Development’s South Florida Chapter (ATD), she is helping to shape the future of talent development in Miami-Dade, Broward, and Palm Beach Counties.  

Shannon is the Director of Training for The Bond Group, and organization specializing in making the thinking patterns, strategies, and behavior of top performers across industries easier to learn and apply.