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Members-Only Event

Tuesday, October 5, 2021
Presenter: Belma McCaffrey, CEO/ Founder, Work Bigger

Today's workplace is complex; we’re often facing different personalities, needs and values within our organizations. To be an effective leader in these times, it's important to know how to navigate through such complexities to create a healthy, thriving workplace environment for ourselves and our teams. 

Join us for this session to learn:

• The difference between reactive and proactive behavior, and how to shift to proactive
• What triggers you emotionally and how to process it
• A deeper understanding of what you need to feel seen, supported and heard
   

We’ll review the SCARF model and also cover how you can apply these learnings to build better relationships with your team.
 

Key Takeaways:

• How to master one’s mindset and create emotional balance.
• Ability to better manage colleagues and advocate for self, improving relationships in the workplace.
• Ability to lead with empathy, impacting how employees interact with others and facilitate change.
• Reusable framework for leadership development
   

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

About the Presenter:

Belma McCaffrey
CEO/ Founder
Work Bigger

Belma McCaffrey is the CEO/ Founder of Work Bigger, a career coaching platform for dissatisfied high-achievers who want to find their purpose. She’s also a career and leadership coach. 

Through coaching and community, Work Bigger helps individuals connect to their mission, up level their leadership skills and improve their emotional and mental health. 

Belma's work has been featured in Forbes, Fortune, Thrive, and other media platforms. Belma is also an immigrant, a mom, and prior to Work Bigger, she spent 10+ years working in media and strategy roles at companies like the Associated Press and Conde Nast.

Members-Only Event

Tuesday, November 2, 2021
Presenter: JC Quintana, Adjunct Professor of Customer Experience (CX) and Design Thinking

In today’s uncertain work environment, having strong business relationships is vital to both individual and organizational success. Whether it’s with members, employees, or business partners, the key to building transformational relationships is understanding how to manage expectations and collaborate effectively. 

Join us for this humorous and interactive session in which you’ll learn the seven key elements that lead to transformation in your business relationships plus gain a better understanding of how your stakeholders assess the value of their relationships with your organization and its people. By the end of this session, you’ll have the knowledge and skills to build transformative business relationships that lead to success!

Key Takeaways:

• Tools for measuring business relationship strength
• How to frame productive dialogue that helps clarify relationship expectations collaboratively
• An inventory of questions to use across many business interactions. 
   

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

About the Presenter:

JC Quintana
Adjunct Professor of Customer Experience (CX) and Design Thinking

JC Quintana is an internationally recognized business relationship psychology researcher, speaker, and author. He teaches as an adjunct professor of Customer Experience (CX) and Design Thinking at 22 U.S. universities with a focus on the importance of aligning business strategies and technology to the relational expectations of stakeholders. 

His illustrious career includes senior executive roles over client, employee, and alliance partnership initiatives at DXC, HP, Sage, DHL and ADP. JC is the best-selling author of two books on customer relationship management (CRM) and business relationship psychology. He lives in Kennesaw, GA.

Members-Only Event

Thursday, December 9, 2021
12:00 - 1:00 p.m. Central Time 
Presenter: Ashley T Brundage, Founder, Author, Empowering Differences

Empowering Differences is the intentional action of using power and authority for yourself or others while positioning ways in which you are not the same as the people around you. Using your differences - what makes you unique - to empower yourself and others and move your career forward. 

Join us and take the first step to accelerate your career by empowering your differences.

Key Takeaways:

• How to apply a 4-step process of empowerment to help advance your career
• Learn about the 10 Empowering Actions to Leverage Change
• Exercises to foster Empowerment and Inclusion in yourself and your organization
   

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

About the Presenter:

Ashley T Brundage
Founder, Author
Empowering Differences

Ashley T Brundage started her career as a means of survival. Fighting discrimination, harassment, and homelessness, she found employment as a part time teller then rose to national VP of Diversity and Inclusion in less than 5 years in the financial services industry. She captured this process of career development in her new book and online course called Empowering Differences. She volunteers in numerous organizations, most notably serving as the vice chair of the national board of directors for GLAAD, the LGBTQ+ media advocacy organization. Personally she enjoys time with her 2 teenage boys and traveling the world to spread the mission of empowerment for all. 

This event is FREE for CUES Unlimited and Unlimited+ Members

Thursday, September 23, 2021
Presenter: Garrick Throckmorton, Chief Product and Services Officer, TalentTelligent LLC

The war for talent is fiercer than ever, fueled in part by the pandemic and the ensuing “Great Resignation”. For today’s workforce, it’s about more than just financial incentives or office ping pong rooms – employees also need to see that their organization is genuinely invested in their career growth and development. How can your credit union successfully rise to the challenge and effectively retain its top talent?  Join us to find out!

Key Takeaways:

• The key elements of an effective leadership development plan, plus how to know when you have one
• A research-based development model that’s proven successful for decades
• Best practices to confidently launch a development planning for your credit union
   

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

About the Presenter

Garrick Throckmorton
Chief Product and Services Officer
TalentTelligent LLC

Garrick Throckmorton is the Chief Product and Services Officer at TalentTelligent LLC and Principal at Throckmorton Leadership Consulting. Garrick is a passionate HR practitioner who brings an internal HR leader’s point of view to his work after spending 15 years as a HR practitioner and Leader. 

With experience that spans the credit union industry, healthcare, higher education, and consumer goods, he has held influential leadership roles to drive results while viewing human capital through the lens of its broad impact on employee wellbeing. He now works with clients of all sizes to provide expertise to their talent management practices which includes leadership development, coaching, onboarding, succession planning, talent acquisition, team building, performance management, and policy creation. 

Garrick has an undergraduate degree in Health Sciences and Psychology from Bradley University, a MA in Counseling from Wake Forest University. His work has been highlighted by the Wall Street Journal, Harvard University, The Robert Wood Johnson Foundation and at the World Economic Forum but most importantly has positively impacted the lives of employees. He resides in beautiful Winston-Salem, North Carolina with his wife and 2 children.
 

Thursday, November 4, 2021
Presenters: Davi Allen, Vice President/Consumer Lending, BCU; Charlie Miller, Vice President/Client Services and Operations, State National

Q&A discussion between Davi Allen, Vice President of Consumer Lending at BCU, and Charlie Miller, VP of Client Services and Operations at State National, about how data is becoming an integral part of credit unions’ overall strategy. They will explore how BCU leverages data in all aspects of their CU, from insights in lending to enhancing their collections platform. 

Key Course Takeaways

• How BCU initially identified specific opportunities in data analytics
• Business areas where BCU is currently applying analytics insights to support decision-making
• What steps your credit union can take to better understand opportunities with the data already at hand. 
   

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

About the Presenters:

Davi Allen
Vice President/Consumer Lending
BCU

Davi Allen has more than 17 years of credit union audit and lending experience, beginning in 2005 when she joined BCU as an internal auditor. After progressing to Director of Internal Audit, she transitioned in 2018 into business operations by taking on responsibility for the Collections area. Her current role includes responsibility over Consumer Lending Product Management, Sales, Underwriting, Servicing, and Collections. Davi is recognized for her strengths in operational excellence, drive for results, and strong commitment to employee engagement and development. Davi received her bachelor’s degree in Finance from Northern Illinois University. 

Charlie Miller
Vice President/Client Services and Operations
State National 

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. Charlie’s core priority is delivering an exceptional client experience by building lasting partner relationships that exceed expectations while delivering efficient, cutting-edge processes focused on improving the experience of both our clients and their borrowers.

Thursday, December 2, 2021
Presenters: Tom Pierce, SVP, Chief Marketing Officer; Norm Patrick, Vice President, Advisors Plus Consulting

Nearly 20 months after its emergence, the COVID-19 pandemic is still impacting the U.S., its economy and consumers, as well as the global economic landscape. As consumers have grown more accustomed to change over the past year and a half, the economy continues to demonstrate its resilience – and the payments industry is no different. For the fourth consecutive year, PSCU set out to gauge payment preferences among credit union members and other financial institution customers (“non-members”), including how they evolved over the past year. 

Through this annual research, PSCU explores the factors that influence consumers when it comes to their choice and usage of different payment methods, how these factors may vary among different life stages and economic events, and how credit unions can better serve their members and optimize their offerings to adapt to these evolving preferences and needs – both now and in the future. PSCU’s Eye on Payments shares key study findings, along with takeaways that credit unions can leverage as the payments landscape continues to evolve.

Key Course Takeaways

Through research gathered in Eye on Payments, PSCU will share the following:

• Factors that influence consumer behavior when it comes to the choice and usage of traditional and emerging payment methods across multiple payment scenarios
• How social and economic events impact payment choice
• The evolution of how consumers are interacting with their credit union or other financial institution, and how they anticipate doing so in the future
• How and why payment method preferences differ among generations and regions
• Recommendations for credit unions to better meet evolving payment preferences and member needs
   

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

About the Presenters

Tom Pierce,
SVP, Chief Marketing Officer

In his role as SVP, Chief Marketing Officer, Tom Pierce is responsible for leading and executing PSCU’s marketing and communications strategy. Pierce has successfully led marketing teams for more than 30 years, with the latter half of his career spent in the payments industry. Prior to joining PSCU, Pierce served as Chief Marketing Officer for Cardtronics, a global ATM organization serving the retail and financial services industries, where he directed a global marketing team in the development and execution of strategic marketing and communications initiatives.

Norm Patrick
Vice President
Advisors Plus Consulting

Norm Patrick is vice president of Advisors Plus Consulting at PSCU. Advisors Plus was established in 2004 as the consulting arm of PSCU. Together, PSCU and Advisors Plus’ products, financial services solutions and service model collectively support millions of credit, debit, prepaid, online bill payment and mobile accounts at PSCU’s Owner credit unions; protect over 2 billion transactions annually from fraud; and optimize credit union performance and growth. With nearly 25 years in the financial services industry, Norm founded the Debit & Checking practice area in 2007 based on his experience in managing one of the largest debit card portfolios in the U.S. 
 

Members-Only Event

Thursday, March 10, 2022
Presenter: Angela Howard, Org. Psychologist + Founder, Angela R Howard Consulting

When you hear of "leadership" what do you think of? It is so much more than names on an organizational chart. It runs deeper than the “person in charge.”

In this session, you will gain a deeper understanding of the crucial, valuable human skill of Leadership Mentality and learn how to develop it to make a positive difference in your career, organization, and community.

Key Takeaways:

1. How to ground yourself authentically in a set of leadership values, mission and vision.
2. How you can apply the leadership mentality anywhere – regardless of your position.
3. The impact and responsibility of the leadership mentality on the world and the people around you.
    

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

About the Presenter:

Angela Howard Organizational Psychologist and Founder Angela R. Howard Consulting Angela R. Howard is an organizational psychologist, culture strategist and social entrepreneur working to build human-centric workplaces, better leaders and thriving communities along-side growth minded leaders. Her mission is to create more human-centric workplaces that send happier and more fulfilled humans home to further enrich their communities and society. She does this by serving as a trusted thought leader advisor to owners, founders and CEOs interested in shaping and “actualizing” their organizational cultures for the collective good of their organizations, employees and the communities they serve.

Members-Only Event

Tuesday, January 25, 2022
Presenter: Ellyn Schinke, Burnout and Stress Management Coach at Coach Ellyn, LLC

Are you sick of burnout tips that are eye-roll worthy and obvious? In this session, you’ll discover a new approach to stress management that goes beyond just "sleep more" or "work less". You’ll gain useful insights on the physiology behind the stress cycle, the different types of burnout, and more. Join us and learn new methods of self-care that will bring sustainable wellbeing to you and your organization. 

Key Takeaways:

1. The Stress Cycle: What it is and how to hack it
2. The different types of burnout (and tips for each kind)
3. The 5 Types of Self-Care
4. How to Create Work-Life Balance
5. How to Create an Anti-Burnout culture
    

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

About the Presenter: