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Accelerate Your Career. Get to the Next Level!

Explore the Program That Builds Future Executives 

Don’t miss your chance to explore how CUES Advanced Management Program from Cornell University will expand your strategic impact and position you for future leadership roles. In this free, 30-minute webinar, you’ll:

• Learn how CUES Advanced Management Program helps emerging leaders boost their day-to-day effectiveness while building strategic thinking skills  
• Hear directly from a graduate about their experiences and takeaways from the program
• Get insight into the program’s structure—it’s flexible, online, and designed for busy credit union professionals
• Explore how this program helps bridge the gap between tactical management and executive-level thinking 
   

Whether you’re planning your next career move or simply exploring options, this session offers valuable insight into how the program aligns with your leadership goals.

Learn more about CUES Advanced Management Program. Orientation starts July 8. 

CUES Unlimited/Unlimited+ Members-Only Event

Wednesday, December 3, 2025
11:00 a.m. Central Time
Facilitated by Chad Helminak, Principal, Purpose to Impact Consulting

Strong boards are a competitive advantage. This session focuses on how to enhance board performance by improving decision-making quality, operational efficiencies, and interpersonal dynamics. Learn how to cultivate strategic conversations, streamline processes, and ensure your board functions as a cohesive, future-focused leadership body.

About the Facilitator

Members-Only Event

Thursday, November 6, 2025
11:00 a.m. - 12:00 p.m. Central Time
Presenter: Srinivas Njay, Founder & CEO, interface.ai

This presentation explores the profound impact of Generative AI and the emerging field of Agentic AI on Financial Institutions. We will delve into how these transformative technologies can:

• Revolutionize Member Experiences: Delivering hyper-personalized financial guidance, creating seamless and intuitive member journeys, and fostering proactive engagement through Agentic AI-powered agents.
• Provide a New Approach to Online Banking: How Agentic AI can replace traditional point and click UX with Agentic AI UX.
• Replace Traditional CCaaS with AI Operator: Instead of hard transfers to MSR, how the AI Operator model assigns tasks that need human involvement by design.
• Drive Innovation and Growth: Developing innovative new products and services, expanding market reach, and building deeper, more meaningful relationships with members.

The presentation will provide FI executives with a practical understanding of these cutting-edge AI. 

Key Takeaways:

• Understand the key AI technologies relevant to FIs beyond the buzzwords.
• Identify practical AI applications that can deliver immediate value.
• Develop a roadmap for successful AI implementation within your organization.
• Mitigate the risks and address the ethical considerations associated with AI adoption.
• Gain a competitive advantage by embracing AI-powered innovation.
   

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

About the Presenter:

Members-Only Event

Wednesday, December 17, 2025
11:00 a.m. - 12:00 p.m. Central Time
Presenter: Dohnia Dorman, MBA, CUDE, Founder & CEO, Omnia Exec LLC

As credit unions enter 2026 with ambitious growth targets and evolving member expectations, the differentiator isn't just having the right strategy, it's recognizing execution risks before they derail your plans and having proven frameworks to maintain cross-departmental momentum.

This interactive conversation presented by Omnia Exec LLC brings together credit union executives for a focused discussion on the execution capabilities that separate high-performing institutions from those that struggle to translate vision into measurable outcomes. This session combines strategic insights with peer collaboration, designed for executives who recognize that 2026 success requires more than planning; it demands execution-ready leadership at every level.

Key Discussion Points:

• Early indicators of execution risk, and the leadership interventions that prevent derailment
• Cross-departmental integration strategies that accelerate member experience and operational efficiency
• Proven frameworks for maintaining strategic alignment while adapting to mid-year market shifts

Key Takeaways:

• Early warning system for identifying execution risks before they impact your 2026 strategic initiatives
• Cross-departmental integration strategies that accelerate member experience and operational efficiency without bureaucratic slowdown
• Peer insights from fellow credit union leaders facing similar execution challenges
   

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

About the Presenter:

Members-Only Event

Thursday, January 22, 2026
11:00 a.m. - 12:00 p.m. Central Time
Presenter: Ryan Best, Chief Experience Officer, Wide Open Ventures

Your typing skills didn't threaten anyone's job. Neither will basic AI literacy.

While your board debates AI readiness, 800 million people use ChatGPT weekly. Your competitors are experimenting. Your members expect intelligent service. The executives who couldn't type in 1985? They're your warning from history.

This isn't another "AI will change everything" session. In 60 minutes, you'll actually USE AI to solve real credit union challenges. Watch live demonstrations. Practice with your actual pain points. Leave with workflows you'll implement before lunch tomorrow. Monday morning actions, not future possibilities.
 

Key Takeaways:

• Build AI Muscle Memory – Just like typing became essential for every executive, learn the daily AI practices that compound into competitive advantage
• Deploy Your Starter Kit – Master four immediate workflows (member communication, strategic planning, operational efficiency, risk assessment) you can implement this week
• Navigate the 90-Day Transformation – Get the proven roadmap for moving from pilot to practice, including ROI metrics that matter and change management that works
   

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

About the Presenter:

If you’re unforgettable, you’ll create a customer for life – and in this service-driven economy, where automation and algorithms have replaced personal interaction, every moment is an opportunity to create a memory in the hearts and lives of your clients and team members.

In this presentation, Simon T. Bailey leverages what he’s learned over 30 years of working for six different companies, including the Disney Institute and The Ritz-Carlton Learning Institute, to create moments that matter. Simon leans on evidence-based research to provide tried-and-true methods that work for everyone, no matter the job title.

Relationships are the currency of the future. Simon will help you break through and transform from good service to Platinum Service, creating brand champions who become customers for life.

Original Air Date: November 14, 2019

Presenter: Steve Hewins, Senior Vice-President, CU Members Mortgage

Description:

The millennial generation has become one of the biggest challenges in home lending. Everything about them has tipped the way you think upside down and now you need to factor in Generation Z, another forward thinking generational cohort that has their own set of rules. Join us in this thought-provoking session where we will explore new ideas being brought to the table for generational lending solutions.

Key Takeaways:

• What to learn from millennials and Gen Z
• What does it take to be relevant 
• Thoughts on generational solutions that work 
• The impact on lending

Who Should Attend:

Credit Union Mortgage Professionals, Lending Professionals, Marketing Professionals

About the Presenter:

Steve Hewins
Senior Vice-President
CU Members Mortgage

Steve has more than 25 years in banking and mortgage finance. He oversees the CU Members Mortgage division including institutional sales, member sales and loan production. He joined the company in 2018 bringing with him a diverse pool of experience in sales, operations, client engagement, process improvement, product development, technology, project management and strategic planning. Steve has a Bachelor's degree in Marketing from the University of North Carolina Wilmington.

October 8, 2019
1:00 p.m. Central Time

Presenter: Amy Herbig, CEO/Owner, The BA Group

Description: After years of trying various online project management systems, Amy and her BA team have come to utilize the Asana online project management platform due to its versatility, intuitiveness, and overall functionality making the idea of project management, something anyone can get a handle on. As self-proclaimed experts, BA has even trained a number of credit union marketers and others in leadership and management to use Asana within their own credit union. This webinar will provide an overview of the platform and how a credit union could benefit from such a resource.

Key Takeaways:

Learn about an affordable and user-friendly online resource (computer and Smartphone app) that can get you out of the jumble of searching through various email conversations and into a realistic method of organized project management.

Who Should Attend:

Marketing leads and departments/staff, anyone in charge of project management for in-house duties. Administrative Assistants, to C-level Leadership.

About the Presenter:

Amy Herbig
CEO/Owner
The BA Group

In the early 2000’s, Amy Herbig was running a lean marketing department for a $330 million asset Seattle credit union. It was during this time she found herself collaborating with and mentoring other credit union marketers navigating the competitive financial services industry with limited resources. She realized her experience and expertise could help other credit union marketers create and sustain successful brands and marketing efforts and thus, in 2005, The BA Group was born. Today, The BA Group is a solid team of credit union marketing professionals, with many staff coming from the credit union world.

Original Air Date: Tuesday, October 29, 2019

Presenter: Greg Crandell, Partner, Query Consulting Group

Description: Digital transformation initiatives have rightly focused on member-facing services. However, to achieve lasting outcomes that guarantee member satisfaction, credit unions must direct more efforts toward back-office processes and management activities that directly impact service and decision-making. Learn more about where to focus, why and how.

Who Should Attend:
Management across the enterprise, especially operations, IT, finance and strategy.

Key Takeaways:

Attendees will come away with information on the role of the back-office in transformation, how to promote initiatives in their credit unions, and some examples of solutions that may help them.

About the Presenter:

Greg Crandell
Partner
Query Consulting Group

Greg provides strategy, market planning, and transformation consulting to clients. Inside and outside of credit unions, Greg led the development and launch of online banking products, one of the first web-based debit products, and digital marketing and document storage/delivery services.