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This session was pre-recorded.

Description: 

One great thing about your CUES Membership is that many benefits are portable, and easy to access and use, no matter where you are. Join us and discover tips on ways to engage your staff with the online benefits available through CUES Membership. We’ll cover: 

• Online benefits that can be leveraged remotely to keep your staff engaged
• Toolboxes you can use to help you onboard staff into the membership
• How to share, assign, and check activity in the learning portal
• Ways to connect with industry professionals to share training ideas and topics

CUES eVote Demonstration
Thursday, May 14
1:00 p.m. Central time
Presenter: Laura Lynch, CUES Products and Services Manager

Description:

Join CUES products and services manager Laura Lynch for a 30-minute walk through of CUES eVote, online voting software for board elections, merger votes, charter conversion votes, and more.

This presentation will hit the highlights of online voting preparation and execution, including:

• Hybrid elections–online, phone, and paper balloting are available
• User experience
• Security

You’ll learn: 

• How easy CUES eVote is to use 
• All about the optional features, and how CUES eVote can be tailored to your credit union’s needs
• Why CUES eVote’s security is second-to-none

You’ll also have the opportunity to ask questions directly of CUES’ dedicated election coordinators, who are responsible for running all CUES eVote elections. 

About the Presenter:

Laura Lynch, products and services manager, has managed CUES eVote elections for almost 15 years. She has experience with board elections, merger votes, charter conversion votes, and bylaw votes in the US, Canada, and Puerto Rico. Lynch has managed 350 credit union elections with CUES eVote.

This event is FREE for CUES Unlimited and Unlimited+ Members

Previously Held Tuesday, July 21, 2020

Our organizations and teams are addressing new problems everyday as our world continues to change. Chances are, you encounter something frustrating each day that makes you think "why does it have to be that way?" or “how might we make this better?”. 

During this session, you’ll learn more about the basics of design thinking and how you can move through the “friction” moments to solve problems. This interactive session will allow you to reflect on a current problem and understand how cultivating a design thinking mindset can help you proactively transform your world using human-centered solutions. 

Key Takeaways:

• Become familiar with design thinking and the 5 steps of the design thinking process - empathize, define, ideate, prototype, and test
• Learn how to re-frame "friction" points as opportunities for proactive problem-solving
• Practice putting design thinking to work on a real challenge
• Gain confidence in improving the world around you with human-centered solution
   

Download Event Takeaways
 

About the Presenter:

Valerie Rivera
CEO/Founder
Take Back Work

Valerie Rivera is on a mission to create workplace cultures where people thrive. As CEO and Founder of Take Back Work, Valerie works with clients of all sizes across the globe - from small startups to large corporations and everything in between. She incorporates best practices in organizational behavior, design thinking, and coaching for change that sticks, and partners with clients to develop practical strategies tailored to their needs.

Prior to earning her MBA at Stanford, Valerie served in the United States Air Force, where she teamed with her squadron commander to transform a bureaucratic unit into a powerhouse of creativity and innovation, leading to major breakthroughs and sky-high employee morale. 

Valerie brings positive energy to each encounter and loves working with clients who are ready for transformation and growth.

Original Air Date: July 9, 2020
1:00 p.m. Central Time

COVID-19 has brought many opportunities and challenges, and no one knows that better than your mortgage team. Because of recent mortgage rate drops, and the subsequent refi boom, your mortgage team stepped up, took on the demand, and likely produced results they never thought possible. It is amazing what we can accomplish when a challenge has been thrown down before us and we step up to meet it. But now what?

Your new-found efficiency has created additional capacity in your mortgage process. You probably don’t want to go back to pulling all-nighters and weekends, but perhaps you are wondering how to keep your team’s mortgage application pipeline full. The opportunity is there to maximize the new capacity you have, you just need to know how to take advantage of it and keep mortgage applications coming in especially when members are not beating down the doors.

In this webinar, we will discuss how to avoid a drop in mortgage applications and maintain mortgage volumes by utilizing the tools and resources available to you. We will discuss how to use the credit union sales process to create new business by:

• Crafting a new mindset for mortgages in the credit union and with your members
• Utilizing internal data and 3rd party resources to identify and capture mortgage opportunities
• Activating the education and referral power of branch and contact center sales teams

There is no reason credit unions can’t own their member's mortgage business like we own their auto loan business. The opportunity is available, but credit unions need to reach out and grab it.

Please download this supplemental worksheet before the webinar.

Download Worksheet

This event is FREE for CUES Unlimited and Unlimited+ Members

August 12, 2020

Industries are being transformed at the speed of light. To keep adapting to the changing times, organizations need leaders that reset their mindset. The leadership skills of yesterday will not carry the day in an economy of uncertainty. However, leaders who adopt forward-looking thinking can positively influence the culture of their companies and position it for future success. In this session, you will engage with just-in-time insights for leaders of teams and influencers who lead without a title.  

Key Takeaways:

• Mental Agility practices just for leaders
• 3 best practice recommendations to lead remote teams
• Process ambiguity quicker and execute better
• Create a permission-to-innovate team culture 
   

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

Download Event Takeaways
 

About the Presenter:

Simon T. Bailey
Executive Advisor, Career Mentor, and Keynote Speaker
Simon T. Bailey International

Simon T. Bailey is leader of the SPARK Movement whose purpose is to ignite sustainable transformation in people, systems and nations. He equips you with teh mindset to increase your value, the skillset to positively impact your sphere of influence and the fortitude to thrive in any economy.

He has more than 30 years' experience in the hospitality industry, including serving as sales director for Disney Institute. Simon has been named one of the top 25 people who will help you reach your business and life goals by SUCCESS magazine.

Simon holds a Masters degree from Faith Christian University and was inducted as an honorary member of the University of Central Florida Golden Key Honor Society. 

This event is FREE for CUES Unlimited and Unlimited+ Members

Tuesday, August 4, 2020
Presenter: Terri Hughes, Owner/Principal, Terri Hughes, LLC

During this session, you will get to hear from Terri Hughes, a certified coach with a focus on leadership development. She will share insights and recommendations you can use for to support your own career growth. 

There will be time to address any questions from those joining us live, so you can ask questions that will help you identify steps you can take to make simple shifts in support of your development. 
 

Live Q&A Format

This 30-minute session offers insight from a subject matter expert via a live Q&A (podcast-type) format, allowing time available for questions from the live audience. 

During 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:

Terri Hughes
Owner/Principal
Terri Hughes, LLC

Terri Hughes is the owner/principal of Terri Hughes, LLC, a leadership development & executive coaching business, and author of Simple Shifts: Effective Leadership Changes Everything.  She has become known for her ability to help leaders create lasting change and important personal growth.

For nearly 30 years, she’s worked with leaders to discover their strengths and lead them to success. Her strength is insight: she has an ability to strip an issue down to its essence. Problems seem less complicated; solutions become achievable. 

Terri works with leaders across a wide array of industries to discover and create practical solutions to achieve measurable success in their work and personal life. A majority of her past experience came from the corporate world as vice president and director of leadership development and organizational change for a national retail corporation.  She understands the special challenges that leaders face, no matter what industry they’re in.

Recent clients include leaders in manufacturing, technology, corporate retail, health care (physicians, surgeons, administrators), finance, credit unions, real estate, government, small business, higher education, energy industry, non-profits, and more. 

Terri helps leaders create practical solutions to achieve success through a three-step process of Discover-Progress-Achieve that encourages leaders to discover the real opportunities, progress through a plan and achieve sustainable results.

Terri holds a bachelor’s degree in communications from Ohio University and completed post-graduate work in strategic thinking and leadership development through E-Cornell, Harvard, and Boise State University. She is a graduate of the Coaches Training Institute and is certified in multiple change and transition methodologies and emotional intelligence assessments.

This event is FREE for CUES Unlimited and Unlimited+ Members

At the request of our members, this course is a live repeat presentation from our late March session.

Session 1: Understanding Your Negotiation Tendencies Previously held: April 23, 2020

Session 2: Strategies for a Successful Negotiation Previously held: April 30, 2020

Presenter: Allison Cooley, Founder and CEO, Effectability, LLC

Description: The ability to confidently and successfully negotiate is a critical foundational skill for anyone interested in building stronger relationships and moving things forward. During this session, we’ll identify some of the obstacles we encounter when we attempt to negotiate and share some strategies to help overcome these obstacles. This includes following a bargaining conversation framework that focuses on mutual benefit and making relationships stronger. We'll identify personal negotiation tendencies that can both help and hinder your negotiation success and discuss ways to adapt your style and leverage your personal power to improve the likelihood of success.   

Key Takeaways:

• Understanding your personal strengths to leverage and opportunities to be stronger in a negotiation
• Understanding your negotiating tendencies and adapting your style to the situation and the other party
• Identifying and leveraging the power you have in a negotiation
• Preparing for a negotiation conversation
• Engaging in a high stakes negotiation/bargaining conversation
   

Download Takeaway Sheet
 

Who Should Attend:  

Anyone who wants to overcome an obstacle, move something forward or advocate for something.

About the Presenter:

Allison Cooley
Founder and CEO
Effectability, LLC

As Founder and CEO of Effectability, LLC, Allison brings 25+ years of senior leadership, organization development, facilitation and business ownership experience to her coaching sessions, workshops, retreats and consulting engagements. Her enthusiastic, engaging style and deep knowledge of people and organization systems has inspired thousands of leaders and team members at hundreds of organizations to communicate more effectively, better manage change and conflict, build stronger relationships, create productive, resilient cultures and get things done.  

Allison holds a Certified Executive Coach designation from the Center for Executive Coaching, is a Board-Certified Coach (Center for Credentialing and Education), a Myers-Briggs practitioner (CAPT) and is DiSC certified (Wiley). She is also a certified trainer for Richardson, CPP, and Erickson & Company. She received her bachelor’s degree from the University of Wisconsin-Eau Claire and her master’s degree in Adult Education from the University of Minnesota.  

This event is FREE for ALL CUES Members

Wednesday, October 14, 2020
Presenter: Debra Fine, Keynote Speaker, Trainer and Business Networking Authority

Are you texting less because you long to connect via voice? Stumbling on what to say after “How are you?” during virtual interactions with clients and members?  Do you wish to nourish better connections with colleagues and staff at work, members and the community at large?

Join Debra Fine for this Elite Access course focused on building and fostering better conversations in these unprecedented times. Learn how to launch deeper dives that foster connection, keep conversations going and even how to gracefully end the small talk and move on to the business at hand. 

Key Takeaways:

• Launch conversations with acquaintances, credit union members and team members
• Build rapport during each interaction
• Avoid conversation killers
• Turn every conversation into an opportunity for success
• Exit virtual interactions with grace
   

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

About the Presenter:

Debra Fine
Keynote Speaker, Trainer and Business Networking Authority 

A former engineer, Debra Fine is the author of bestselling books The Fine Art of Small Talk: How to Start a Conversation, Keep It Going, Build Networking Skills and Leave a Positive Impression (Hachette) and The Fine Art of the Big Talk (Hachette) along with her just released third in the Fine Art series: Beyond Texting: The Fine Art of Face to Face Communication for Teenagers all translated and published in two dozen countries across the globe. A 25+ year member of the National Speakers Association, Debra now travels the world via virtual or face-to-face as a keynote speaker and trainer. She presents programs to hundreds of audiences that include National Electrical Contractors Association, Texas Association of School Boards, National Restaurant Association and the American Institute of Architects. A regular Huffington Post blogger, Fine's recent media appearances include The Today Show, NPR Morning Edition, Fox Business News, New York Times and CNN. View additional information about Debra at www.DebraFine.com.

Tuesday, September 29, 2020
Presenter: Christian Levis, Lowey Dannenberg P.C.

Data breaches present a unique challenge for credit unions, which are often among the most financially (and reputationally) impacted entities following cyberattacks on third-parties (e.g., retailers) that handle their customer's personal information. This session will discuss strategies for evaluating potential responses to a third-party data breach and how those options might affect a credit union's legal rights in light of recent court decisions.  

Key Takeaways:

This course will aim to provide attendees with a framework they can use to better evaluate the costs and benefits associated with various potential responses to a third-party data breach. Participants will also learn about potential sources of regulation governing data security and how those regulations are being applied in recent payment card data breach cases so they can better understand their legal rights.

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

About the Presenter:

Christian Levis
Partner
Lowey Dannenberg P.C.

Christian Levis is a partner at Lowey Dannenberg P.C., a law firm with offices in White Plains, New York, and West Conshohocken, Pennsylvania. 

An avid computer programmer with years of experience developing mobile applications, Mr. Levis heads Lowey Dannenberg’s data breach practice group, representing consumers and financial institutions across the country. Mr. Levis currently serves as court-appointed co-lead counsel in In re Wawa Data Sec. Litig., Case No. 19-cv-06019 (GEKP) (E.D. Pa.), where several credit unions are pursuing claims on behalf of financial institutions allegedly impacted by the breach of Wawa’s payment card system. Mr. Levis also serves as court-appointed co-lead counsel in In re Rutter’s Inc. Data Sec. Breach Litig., Case No. 20-cv-00382 (M.D. Pa.), another payment card data breach, where he represents a class of consumers allegedly affected by malware installed on Rutter’s payment card system. 

In addition to spearheading the firm's data breach practice, Mr. Levis has extensive experience handling complex class actions, including antitrust, commodities, and consumer protection cases. Mr. Levis has played an integral role in recovering hundreds of millions of dollars on behalf of class members.