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Wednesday, May 14, 2025
Presenter: Deedee Myers, Chief Executive Officer, DDJ Myers, an ALM First Company

Mid-level managers are in a professional personal development crisis and resources to develop this level of talent are constrained and underqualified. Literacy rates are at an all-time low, organizations are hiring people into management roles with remedial critical and problem solving expertise, and mid-levels want to develop and need a lifeline for a development journey. The phenomena creates a causal effect that means too many executives, by default, are tactical and operational, which puts the organization at risk for defining and executing on a long-term vision and value proposition. Unfortunately, workspace environments are not conducive to connection and execution and we still, as organizations, need more execution prowess versus an overplay of collaboration and consensus. Employers are carrying a heightened sense of responsibility to provide skills, career development, and a compelling purpose to enhance organizational, team, and individual learning.

Key Takeaways:

• Participants take away a tool to reflect on how they spend their time, and how they should be spending their time as a leader. Participants will understand more about their choice points versus accepting the flow of their day as a fait accompli.
• Participants will deepen the understanding how learning is best done in peer groups and modalities for practical implementation of learning events to increase and evolve professional development.
• Participants will take away four questions to use in dialogue with their peer group around individual and team leadership.

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

About the Presenter:

Members-Only Event

Thursday, October 16, 2025
Presenter: Jeff Liford, Associate Director, Fenix24

In today’s cyber landscape, where threats are constantly evolving, one of the most vital yet overlooked controls is ensuring that you have immutable and tested backups with real Recovery Time Objectives (RTOs). While many organizations focus on perimeter defenses, firewalls, and threat detection systems, they often underestimate the importance of a backup strategy that can be trusted under the harshest conditions.
 
Threat actors are becoming more sophisticated. They are not just focusing on breaching your defenses but are also targeting and destroying backup systems, leaving organizations vulnerable to extended downtime and irreversible data loss. We’ve seen an uptick in attacks where ransomware groups and nation-state actors aim to lock up critical data and render backup systems useless, forcing victims into tough situations. As these attacks continue to increase in both frequency and severity, businesses without a robust backup strategy face a serious risk of falling victim to cyber incidents that can take weeks or even months to recover from.
 
The key to surviving these attacks is not just having backups in place but ensuring they are immutable, meaning they cannot be altered or deleted by unauthorized users, including attackers. Furthermore, these backups need to be regularly tested to validate their effectiveness in actual recovery scenarios, ensuring that you can restore operations quickly and with minimal business disruption. Without a reliable, tested backup system with established RTOs, the damage from a cyber-attack can be devastating.

As we look ahead, the importance of backup systems cannot be overstated. It's not just a cybersecurity measure—it's an essential part of your organization's continuity plan. You may be thinking about firewalls, detection systems, or encryption, but the most important control—one you might not be focusing on—is ensuring your backups are as strong as your primary defenses
 

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

About the Presenter:

Jeff Liford, Associate Director, Fenix24

Jeff Liford is an IT leader, educator, and cybersecurity resilience expert with more than 15 years of experience across the military, federal, and private sectors. Currently an Associate Director at Fenix24, he leads high-impact cyber incident recovery efforts and strategic process improvement initiatives.

A former U.S. Army Senior Intelligence Analyst and long-time Adjunct Professor at the University of Alaska Anchorage, Jeff blends hands-on technical expertise with a passion for teaching. His work focuses on building resilient systems, mentoring future engineers, and empowering teams to grow through disruption.

CUES Unlimited/Unlimited+ Members-Only Event

Wednesday, July 16, 2025
Facilitated by Chad Helminak, VP/Talent Development Programming, CUES

Traditional strategic planning often fails to keep pace with real-world shifts. In this session, we’ll explore how to infuse flexibility, feedback loops, and scenario planning into your strategy process—without losing clarity or direction. Discover how adaptive planning helps organizations stay aligned, responsive, and focused on what matters most.

About the Facilitator

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. 

Members-Only Event

Thursday, November 6, 2025
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
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:

For Members of the Human Resources and Learning & Development CUESNet Community

Wednesday, January 14, 2026
2:00 p.m. Central Time
Facilitated by CUES

Connect with your peers in the credit union Human Resources and Learning & Development community at this virtual roundtable event. During this session, you'll have the opportunity to interact and network with others, engage in discussions, share experiences, and ask questions in both a small and large group virtual setting. Facilitated by CUES.

Key Takeaways:

• New goals/initiatives you are working on in your organization
• Challenges you are currently experiencing
• Questions or insights to the group

For Members of the Board Liaison CUESNet Community Only

Monday, February 9, 2026
1:00 p.m. Central Time
Facilitated by CUES

Connect with your peers in the credit union Board Liaison Community at this virtual roundtable event. During this session, you'll have the opportunity to interact and network with others, engage in discussions, share experiences, and ask questions in both a small and large group virtual setting. Facilitated by CUES.

Key Takeaways:

• New goals/initiatives you are working on in your organization
• Challenges you are currently experiencing
• Questions or insights to the group