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From Frustrated to FOCUSED: The Successful Mentoring Mindset - Session 2
Original Air Date: 05-07-2019
Speaker: Debbie Peterson, Professional Speaker, Getting to Clarity
Mentoring is a powerful process, but it isn't always what you think it is. Discover the subtle nuances of mentoring and how you can put this powerful tool to work for you and your organization. Get clarity on all the different methods that can be utilized in your organization as well as how to build a platform that gets your employees buil...
Allen P. DeLeon, CPA, PFS
Mr. DeLeon was a founding partner of DeLeon & Stang, CPAs and Advisors, prior to his retirement in December 2020. D&S is a regional CPA firm in Washington DC metro area. He has over 35 years of experience, including audit, tax, business and financial services advisory to Credit Unions, Non-Profit organizations and business organizations. BBS Accounting Hofstra University, New York.
Designations
- Certified Public Accountant, Maryland, DC and Virginia.
- Insurance licensed in Maryland and various other states.
- Personal Financial Specialist (PFS)
- Series 6 and 63 securities licensed
Memberships
- American institute of Certified Public Accountants (AICPA)
- Maryland Association of CPAs
- American Society of Association Executives (ASAE)
- Maryland & DC Association of Credit Unions (MDDCCUA)
- Metropolitan Area Credit Union Association (MACUMA)
- Association of Credit Union Internal Auditors (ACUIA)
Board Experience
- Holy Cross Heath Foundation (HCH) BOD, Vice Chair and Chair governance Committee and HCH Finance Committee
- PIC MC Foundation – Montgomery College – BOD & Treasurer
- Mid-Atlantic Federal Credit Union – BOD & Treasurer
- AICPA – Past member of Council and Technical Issues Committee
- Maryland Association of CPAs – Past Chair
Work experience
Credit Unions – Over 35 years experience serving as engagement partner on audit engagements, internal audits, fraud and risk assessments and compliance engagements. Specialized in deferred compensation plans for credit union executives.
Non-profit Organizations – Over 35 years experience servings as engagement partner on audit engagements for non-profits of all sizes and types, including non-profit hospitals. 990 and other tax return preparation and planning. Supervised out-sourced controllership engagements and advisory services.
Business Organizations – Provided a wide range of services to businesses, including government contractors. Audit, tax and succession planning services.
Tax Services – Over 35 years experience with both individual and business tax preparation and planning. Expert in tax matters related to retirement planning and pension and deferred compensation plans.
Financial Planning – Frequently works with clients to help them develop and attain financial goals. Services include retirement planning, tax planning, deferred compensation and pension plans.
Tonita Webb, CCE
Tonita is Verity’s first Black female CEO, and one of few Black female executives in the industry. She harnesses the power of tools, data and technology to drive decision-making that ensures financial prosperity for all, especially underserved members of the community. Her passion for diversity, equity, inclusion, and belonging is at the heart of her work moving Verity forward in socially responsible banking to create vibrant communities.
Prior to joining Verity, Tonita spent 15 years at Seattle Credit Union (SCU), where she served as both Executive Vice President and Chief Operations Officer, and formerly, the Senior Vice President and Chief Administrative Officer. Before SCU, Tonita worked in various executive human resources roles in the Seattle area.
Tonita was raised by her single mother in low-income housing projects in Virginia. That experience has sharpened the sense of compassion and empathy she brings to her leadership style. In addition, Webb says her mother's work ethic inspired her to go the extra mile in serving her employer and its employees, our country, the credit union members, and the community overall.
“I believe to be a good leader requires listening and empathy. Being an active listener allows me to lead with impact and enables me to learn in the process. I don’t have to know everything. I just need to be able to listen to the needs of my team and our members and put myself in their shoes with a deep openness. This is empathy. Embodying these traits creates the space and conditions for meaningful change.”
As an Air Force veteran, an MBA holder, and mother of four, Tonita leads by example and gives herself freely to her community work. She currently serves on boards for non-profits like Southeast Effective Development (SEED) and 21 Progress, as well as social enterprises like Pioneer Human Services. She is a champion of diversity and inclusion and a frequent public speaker on the subject.
Tonita is a Puget Sound Business Journal Woman of Influence and an American Heart Association Woman of Impact nominee. She has also been featured on numerous podcasts including Seattle Seahawks Coach, Pete Carroll and Audrey Casenecia’s leadership podcast on “Generational Wealth in Leadership,” Unlikely, See It to Be It on “Changing the System from Within”, and Leading with Empathy & Allyship on “Strategies for Supporting Black Leadership in the Workplace.”
From Frustrated to FOCUSED: The Successful Mentoring Mindset - Session 1
Original Air Date: 04-30-2019
Speaker: Debbie Peterson, Professional Speaker, Getting to Clarity
The What & Why of Mentoring
Mentoring is a powerful process, but it isn't always what you think it is. Discover the subtle nuances of mentoring and how you can put this powerful tool to work for you and your organization. Get clarity on all the different methods that can be utilized in your organization as well as ho...
Katie Holland Wiesel, ACC
As an ICF accredited coach, Katie works with senior executives and mid-level leaders to realize their potential. Her passion is helping high performers discover what’s possible in their professional and personal lives by creating the habits and behaviors necessary to lead themselves, their teams and their organizations to success. Generosity, compassion and courage are the core values that guide her work with clients.
Katie’s coaching clients hail from a broad range of corporate, nonprofit, and military/government organizations including Blackrock, Brookings Institution, Colby College, Deloitte, Ford Motor Company, Human Rights Campaign, US Departments of Defense, Energy, Health & Human Services, and Interior, the University of Virginia Health System and The World Bank Group.
In addition to coaching individual and organizational clients, Katie consults with organizations on the design and implementation of executive development programs. At UVA/Darden Executive Education she designed and delivered a portfolio of customized programs and led open enrollment offerings. In her coaching practice, Katie integrates the industry insights and leadership development expertise she has gained from 20+ years of experience at best-in-class programs at UVA/Darden, The Wharton School at the University of Pennsylvania and Georgetown University’s McDonough School of Business.
Katie received a B.A. in English Literature and Rhetoric & Communications Studies from the University of Virginia, and a Master of Liberal Arts degree with a concentration in creative writing from the University of Pennsylvania. She earned the Executive Leadership Coaching certificate from Georgetown University and the Associate Certified Coach credential from the International Coaching Federation.
Groundbreaking Discussion Series CUES RealTalk! Set to Return in 2023
MADISON, Wis.— Free online discussion series CUES RealTalk! is making its return in 2023, with a focus on real stories from women in the workforce.
“CUES RealTalk! debuted in 2022 to much acclaim; we’re excited to bring this series back to the industry to help further discussions on the topics that are sometimes hard to discuss, but no less important to work through,” said Dawn Abley, SVP/Chief Sales & Member Relations Officer. “During CUES RealTalk!, Real Stories we’ll hear directly from some amazing women as they share their successes and triumphs when faced with issues such as burnout or navigating the waters as a double minority.”
The series starts July 19 with Proving My Worth: Navigating the Intersection of Race and Gender, featuring CUES VP/Membership Jimese Harkley. She’ll delve into the intricate interplay of gender and race as she shares her experiences managing diversity, not only in her career path but also within her personal life.
The rest of the 2023 series includes:
- Session 2: Dear CU Leaders: We’re here, but not for long. Managing Your Career Amid Executive Indifference, with speaker Rachel Guyselman, SVP, Credit Union 1, August 16
- Session 3: From the Brink of Burnout: How Organizations and Leaders Can Support Working Women, with speaker Laurie Maddalena, CEO, Envision Excellence, September 20
- Session 4: Lessons from the Firsts: Inspiring Stories from Female CEOs, featuring a panel of women who were the first female CEOs of their credit unions
All sessions are at 12:00 p.m. CT.
“CUES RealTalk! is free to everyone in the industry, CUES members and nonmembers alike,” said Abley. “We feel these topics are just too important to hide behind a paywall.”
Learn more and register for CUES RealTalk! at content.cues.org/realtalk-series-2023. Learn more about CUES at cues.org.
CUES is the leading talent development solutions provider for credit unions in North America. We educate, develop and support credit union CEOs, executives, directors, and emerging leaders through partnerships with premier business schools, live and online events, digital learning, networking, and premium content. With over 42,000 members and growing, we measure success one leader at a time.
Connect with CUES at CUES.org and on LinkedIn, Facebook, Twitter, and Instagram. For daily insights on issues impacting credit unions visit CUmanagement.com.
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Mary Kelly
Mary is a graduate of the US Naval Academy, and served 21 years on active duty as an intelligence and logistics officer, mostly in Asia. She earned a PhD in economics, and has taught at the Naval Academy, the Air Force Academy, and in the graduate school for Colorado State University.
Author of 15 business and leadership books including The Five Minute Leadership Guide, 15 Ways to Grow Your Business in Every Economy, Money Smart, Why Leaders Fail and the 7 Prescriptions for Success, and Who Comes Next? Leadership Succession Planning Made Easy.
When not traveling, Mary is usually found with her dogs and wine.
Karen Allen
Your mindset is your greatest asset.
This belief is at the core of Karen Allen’s message, one that she is sharing with as many people as possible.
A growth mindset guru, Karen’s work as a keynote speaker, author, coach, and thought leader has helped thousands of people and organizations - including the likes of Google, Experian, and YouTube - improve their lives by implementing various practical, simple techniques that incorporate mindfulness, positive psychology, neuroplasticity, and mental strength training.
If you think of your mind as a muscle, Karen is the personal trainer who helps it to become stronger, healthier, and more efficient.
She knows her techniques work because she’s trained her own mind to overcome the unthinkable. At just 29 years old, Karen lost her husband suddenly and tragically, and she found herself struggling to move forward. That is, until she realized that it was up to her to make the conscious choice to let go of the negative thoughts and energy and turn them into positive, productive action—her life, and the life of her then two-year-old son, depended on it.
This was the catalyst to creating her proprietary Stop & Shift method and launching 100% Human™, a platform where she shares her wisdom, tools, and techniques geared toward mindset training and sustainable joy.
She has given TED Talks and has been featured in Forbes, MSNBC, as well as other global media outlets.
Now with a book, also titled Stop & Shift, Karen continues to spread her message far and wide in hopes of maximizing her impact—and with her mindset, there is no stopping her.
Karen’s talent lies in showing people that change doesn’t have to be daunting. Her unique keynotes and programs are delivered in bite-sized insights designed to be put into immediate practice. She refrains from toxic positivity at all costs and teaches her audiences how to embrace moments of stress, sadness, or setback, and turn them into personal momentum toward something greater.
Hearing Karen speak is like receiving a warm hug. A student of life and as authentic as you can get, she draws from her real life experiences (along with sprinkles of science) to move audiences on multiple levels.
Life is full of twists and turns. Navigating them with intention is the key to building a life you love.
Unexpected Executive Departure: Be Prepared
Original Air Date: 02-26-2019
Speaker: Peter Sullivan, Sr. Executive Benefits Specialist at CUNA Mutual Group
Make it harder for the competition to hire away your top executives by customizing compensation packages to their individual needs. Learn how credit unions use non-qualified deferred comp (NQDC) as an incentive to keep leadership in place. Hear what pitfalls to avoid in the development of NQDC plans, and what you need to take into con...