Navigate disruption. Empower your team. Prepare for the future.
This four-part Summer Leadership Series is designed to equip credit union leaders with the tools, insights, and strategies they need to thrive in a rapidly changing world. Each 90-minute session dives deep into today’s most pressing leadership challenges—helping you anticipate change, build adaptive strategies, foster a resilient culture, and guide your team with clarity and confidence.
Whether you’re planning for 2026 or navigating today’s economic challenges, this series will give you both actionable insights you can apply immediately and ideas to shape your credit union’s long-term success.
Registration gives you access to all four live sessions, or you can watch the recordings at your convenience.
Live online sessions | Access to replays | Practical, real-world application
Anticipating Change
Scanning the Horizon for Emerging Trends
Wednesday, July 9, 2025
1:00 p.m. - 2:30 p.m. Central Time
Expand your credit union’s forecasting to include trends reshaping financial services and position your credit union to respond with confidence.
Objectives:
- Identify key trends shaping the future of financial services
- Practice horizon scanning and scenario planning techniques
Content Focus:
- Overview of external forces: regulatory, economic, demographic, and technological shifts
- Deep dive into fintech, consumer behavior, sustainability, and evolving member expectations
- Tools for horizon scanning and trend monitoring
Activities:
- Trend Spotting Exercise: Analyze the impact of a future trend in small groups
About the Presenter:
Adaptive Strategy
Balancing Stability and Agility
Wednesday, July 23, 2025
1:00 p.m. - 2:30 p.m. Central Time
Balance long-term goals with agile thinking to build a resilient and flexible strategic plan.
Objectives:
- Distinguish between traditional and adaptive strategic approaches
- Design a flexible and resilient strategic planning framework
Content Focus:
- Concepts of agile planning: iterative sprints, forecasting, and experimentation
- Strategic anchors: aligning adaptive strategy with mission and purpose
- Case study: A credit union’s journey toward strategic adaptability
Activities:
- Proactive vs. Reactive Review: Explore how your CU responds to change
- Strategy Canvas: Redesign a core strategy to embed flexibility
- Optional: Guest speaker on adaptive leadership in action
About the Presenter:
Culture as a Catalyst
Creating Conditions for Change Readiness
Wednesday, August 13, 2025
1:00 p.m. - 2:30 p.m. Central Time
Shape a culture that embraces change, fuels innovation, and empowers people to grow.
Objectives:
- Evaluate how your culture supports or resists change
- Learn techniques to encourage experimentation and shift mindsets
- Understand the polarity between honoring tradition and embracing evolution
Content Focus:
- Building psychological safety and continuous learning environments
- Adaptive leadership behaviors that support change readiness
- Stories of transformation and cultures of innovation
Activities:
- Culture Mapping: Identify current vs. desired cultural behaviors
- Discussion: Lessons from case studies on cultural adaptability
About the Presenter:
Deciding and Guiding Through Uncertainty
Leading with Informed Influence
Wednesday, August 27, 2025
1:00 p.m. - 2:30 p.m. Central Time
Make bold decisions, influence with clarity, and lead others through the unknown with empathy and accountability.
Objectives:
- Strengthen decision-making under uncertainty
- Apply influence and communication techniques to guide teams through change
- Balance empathy with accountability during strategic shifts
Content Focus:
- Decision-making frameworks: OODA loops, risk tolerance, and acceptable failure
- Overcoming analysis paralysis: From perfection to progress
- Strategic storytelling and influence models for change leadership
- Leading stakeholder alignment amid resistance
Activities:
- VUCA Challenge: Simulate decision-making in uncertain conditions
- Risk Mapping: Visualize potential risks and mitigation strategies
- Strategic Storytelling: Craft a leadership message that builds alignment
- Roleplay: Navigate a difficult change conversation with influence and empathy
