Network with Your Peers
CEO Institute II Attendees by Title
Tuesday, March 16, 2021
During this session you will learn how to develop learning plans for your board directors and maximize their usage of the Director’s Education Center.
For virtual education support, review these helpful steps and frequently asked questions.
Guest speaker: Lorrie Forde, Board Chair at Summerland Credit Union – hear how Summerland Credit Union has utilized development plans on their board.
Thursday, May 13, 2021
Presenter: Shannon Whitman, Senior Scrum Master, Aetna, a CVS Company
Building high performing teams that communicate and collaborate effectively has never been more important or more challenging than it is today.
This workshop helps organizational leaders lay the groundwork for championship-level performance through the identification and communication of organizational core values. Building these core values into the fabric of the organization creates a culture of excellence, but it doesn't happen by accident! During this session, we'll explore the work of building an organizational culture that sets you apart. We'll also discuss the six traits shared by all high performing teams. You'll learn how each trait impacts performance and evaluate how well your organization and the teams within it currently perform with regard to each trait.
After participating in this training, participants will be able to:
For virtual education support, review these helpful steps and frequently asked questions.
Shannon Whitman
Senior Scrum Master
Aetna, a CVS Company
Shannon Whitman is a senior-level practitioner of Human Resources and Professional Development with twenty years of experience helping organizations align their talent
management programs with their business goals.
Shannon holds an MBA in Human Resource Management from the University of St. Thomas in Minneapolis, Minnesota, as well as the SPHR and SHRM-SCP certifications. A Past-President of the Association for Talent Development’s South Florida Chapter (ATD), she is helping to shape the future of talent development in Miami-Dade, Broward, and Palm Beach Counties.
Shannon is the Director of Training for The Bond Group, and organization specializing in making the thinking patterns, strategies, and behavior of top performers across industries easier to learn and apply.
This playback is only available to logged in Unlimited and Unlimited+ Members.
Thursday, March 18, 2021
Like all organizations, credit unions have been impacted over the last year by the economic and operational impacts of the pandemic. Although it can be valuable to look back, we think it is more impactful to look forward. Please join us to discuss ways to adapt your compensation strategy around the future trends we see impacting credit unions.
Compensation strategy informs all of your resulting pay policies and programs. We look forward to providing insights that will affect your compensation strategy into the future.
For virtual education support, review these helpful steps and frequently asked questions.
This playback is only available to logged in Unlimited and Unlimited+ Members.
Tuesday, May 25, 2021
1:00 - 2:00 p.m. Central Time
As a Branch Manager, it is essential to continually develop your skills to ensure your branch runs smoothly. Join this session to learn how your CUES Benefits can help expand your skills on people leading, coaching, diversity, hiring and more!
For virtual education support, review these helpful steps and frequently asked questions.
Wednesday, March 24, 2021
Presenter: Brooks Berardi, Executive Benefits Specialist, CUNA Mutual Group
In January 2021, the IRS issued final regulations on the 21% excise tax, levied against credit unions in 2018 based on the income of certain highly compensated employees. The final regulations mostly match the IRS’s previous compliance guidance, but credit union leaders should understand a few changes and clarifications in the final version.
Join us as we discuss the key points in the final regulations and how they impact your credit union.
This 30-minute session offers insight from a subject matter expert via a live Q&A with time available for questions from the live audience.
Through 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.
Brooks Berardi
Executive Benefits Specialist
CUNA Mutual Group
Brooks specializes in the strategic program design, implementation, financing and administration of executive benefits programs, as well as funding solutions tailored to credit unions for employee benefits and charitable donations. He works with credit unions in the West Region and brings over 11 years experience in the
financial services industry to his role at CUNA Mutual Group.
This playback is only available to logged in Unlimited and Unlimited+ Members.
Tuesday, June 1, 2021
Presenter: Laurie Maddalena, CEO, Envision Excellence
This past year has been challenging for many of us as we navigated big unexpected changes. Wherever you are in your career or life, we'll walk you through exercises to help you release the past year and create clarity on where to focus your time and energy to continually get better and better, and create more success in your life. You will learn how to create the mindset for positivity and success.
Invest this one hour and engage with Laurie Maddalena as she inspires you through stories and exercises to become your best self, both personally and professionally.
For virtual education support, review these helpful steps and frequently asked questions.
About the Presenter:
Laurie Maddalena
CEO
Envision Excellence
Laurie Maddalena is CEO of Envision Excellence, a leadership consulting firm that provides leadership development programs for managers and executives.
Laurie is a Certified Speaking Professional—a designation earned by less than 15% of speakers worldwide. She is a contributing writing to the international bestselling book, Women Who Empower.
Prior to establishing her own coaching and consulting business, Laurie served as Vice President of Human Resources & Organizational Development at Montgomery County Teachers Federal Credit Union. Under Laurie’s leadership, the credit union was awarded the “Excellent Place to Work” designation by the Maryland Work~Life Alliance for seven years in a row.
Laurie is a certified Success Principles trainer, and mentored directly with Jack Canfield, the author of The Chicken Soup for the Soul series and The Success Principles. She also worked directly with Brené Brown and is a certified Dare to Lead facilitator.
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Original Air Date: March 2019
Presenter: Rob Johnson, Executive Vice President/Principal; Brian McHenry, Senior Vice President/Principal; c. myers
In today's rapidly changing environment and in order to remain relevant and sustainable going forward, credit unions need CFOs who think to differentiate and drive better decisions by helping key stakeholders link strategy and asset/liability management with the credit union’s desired measures of success. In the past, it was acceptable for CFOs to be masters of their silo, responsible primarily for the integrity of financials and providing reports to key stakeholders. Most CFOs were groomed throughout their careers to focus on numbers, analyze data, and provide profit and revenue reports.
As financial and regulatory complexity has mushroomed over the past couple of decades, and as a rapidly changing marketplace has increased both the volume and quality of today’s competition, the CFO’s role is being redefined in ways that challenge even the most astute CFO.
This playback is only available to logged in Unlimited and Unlimited+ Members.
This playback is only available to logged in Unlimited and Unlimited+ Members.
Wednesday, July 14, 2021
12:00 p.m. - 1:00 p.m. Central Time
Presenter: Bryn C. Conway, MBA, CUDE, Principal, BC Consulting, LLC
Adversity comes in all shapes and sizes and today, more than ever, it’s often hidden in plain sight. With the global pandemic changing almost every aspect of our personal and professional lives, everyone is facing adversity in some way. While it’s been mentally and emotionally challenging, good news is on the horizon! From this adversity comes the opportunity to build resilience - in yourself and in your organization.
Join us this for this session to learn how to turn setbacks into opportunities and foster resilience in yourself and your credit union.
For virtual education support, review these helpful steps and frequently asked questions.
Bryn C. Conway, MBA, CUDE
Principal
BC Consulting, LLC
Bryn C. Conway, MBA, CUDE is Principal, of BC Consulting, LLC, whose mission is to help organizations achieve success by developing and implementing growth strategies. Bryn offers more than 20 years of experience as a former financial services executive with extensive background in strategic planning, brand development, retail delivery and public relations.
Bryn received her Master of Business Administration from Regis University with an emphasis in Market Strategy, and a Bachelor of Arts from the University of Wyoming. She is a Credit Union Development Educator (CUDE), Co-Chair of the Global Women’s Leadership Network Washington DC Chapter, Cherry Blossom 10-Mile Run participant, and a member of the American Marketing Association. Bryn served on the executive committee of the CUNA Marketing and Business Development Council and on the New England Financial Marketing Association Board of Directors.
This playback is only available to logged in Unlimited and Unlimited+ Members.
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