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Thursday, May 27, 2021
Presenter: Lucas Mill, VP of Customer Success, Zogo Finance

Having a hard time engaging with younger generations at your credit union? This webinar will give an overview of Gen Z and discuss strategies to more effectively reach and connect with them. Together, we'll take a deep dive into the Gen Z mindset and brainstorm how we can bring more of them into the credit union movement.
 

Key Takeaways:

• Learn ways to integrate Gen Z into your marketing strategy
• Learn how to provide value to your members in their native digital environment
• Learn how to cultivate authenticity and reimagine referrals at your credit union

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

About the Presenter: 

Lucas Mill
VP of Customer Success
Zogo Finance

Lucas Mill is a VP of Customer Success at Zogo Finance and works with Zogo's financial institution partners to help them educate, engage, and attract their next generation of members. 

Tuesday, June 8, 2021
Presenter: Heidi Duss, Founder and Chief Consultant, Culturescape Consulting

This session will guide you through the importance of building knowledge and skills needed to create a welcoming and inclusive workplace for LGBTQ+ employees. In this training, you will learn key LGBTQ+ terminology and strategies and actionable steps you can apply that contribute to inclusive workplace environments.  

Whether you are a straight ally or a member of the LGBTQ+ community, we all contribute to a sense of belonging at work. Join us to learn how you can be part of developing inclusive, empowering, and safe spaces for LGBTQ+ employees in your workplace. 
 

Key Takeaways:

• Increased knowledge in LGBTQ+ terminology
• Deepened understanding of the affects of Unconscious Bias on LGBTQ+ employees and members
• Recognizing your role and impact in LGBTQ+ inclusion in the workplace 
   

Plus: Reflective practices and actionable steps that you can implement today to support allyship in the workplace and beyond.
 

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

About the Presenter:

Heidi Duss
Founder and Chief Consultant
Culturescape Consulting

Heidi Duss is a Human Resources Leader who has built her career and expertise in the areas of diversity, equity and inclusion, organizational culture, and recruitment and talent management. She has worked with organizations of all sizes, from startups to Fortune Global 500 companies in recruitment, insurance, finance, technology, and marketing.

As the Founder and Chief Consultant of Culturescape Consulting, Heidi provides thought leadership, strategic planning and creative solutions to her clients that help foster more equitable and inclusive workplaces.

She is a Course Facilitator for Diversity, Equity and Inclusion Certification course at Cornell University.

Heidi received her Bachelor of Arts from the University of Wisconsin-Whitewater, along with a Certification in Human Resource Management.

She holds additional certifications in Leadership and Diversity Recruitment.
Heidi serves on the Board of Directors for OPEN – Out Professional Engagement Network and is actively involved in her community.

In 2019, she was awarded Advocate of the Year by the Wisconsin LGBT Chamber and was one of Brava Magazine's 2020 Women to Watch.

Heidi is a true believer that we should all be able bring our best and authentic selves to a workplace that champions safe spaces for all identities.

Friday, May 21, 2021  •  10:30—11:30 a.m. Central Time

Register for this webinar to learn more about the exciting new CUES Advanced Management Program from Cornell University. 

You’ll hear directly from two of the program’s faculty, hosted by Christopher Stevenson, CUES’ SVP/Chief Learning Officer:

Dr. Elizabeth Mannix Ann Whitney Olin Professor of Management at the Johnson Graduate School of Management   Devin Bigoness Executive Director for Custom Programs at the Cornell SC Johnson College of Business

CUES Advanced Management Program is a 9-month online offering for emerging leaders. Participants will gain deep insights into the C-suite mindset, learn from 11 Cornell University faculty members, deepen their knowledge of what it takes to be a successful executive, and have the opportunity to earn the distinguished Certified Credit Union Executive Manager designation from CUES and Cornell University.  
 

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

After registering, you’ll receive a confirmation email containing information about joining the meeting and a calendar link; this item may appear in your “other” or “junk” folder. Make sure to whitelist the email address to receive event reminders.

Free & Exclusive to All CUES Members

Wednesday, August 25, 2021
12:00 -1:00 p.m. Central Time
Presnter: Charlene Leland, C Myers

Senior leadership teams recognize that in order to move the strategy forward, they need to make it come to life across the organization, regardless of level of responsibility. This is especially important as research shows that more and more, talent is purpose-driven. While most are aware that communicating the strategy is key, how the strategy is used in daily interactions is also critical. 

Examples will be used to illustrate everyday opportunities for successfully making the strategy come to life. Working in small groups, you’ll discuss thought-provoking questions and share your experiences with each other. 

Key Takeaways:

• Practical ways to help build strategic alignment throughout your organization
• How strategic alignment can support employees feeling part of and responsible for the organization’s success
• Examples of how employees can use the strategy to guide their priorities
   

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

About the Presenter:

Charlene Leland
C Myers

Since joining c. myers in 2004, Charlene has become one of the most diverse facilitators within the industry, especially with regard to helping credit unions of all sizes address three necessary business objectives: relevancy, differentiation, and sustainability. Over the years, she has honed her skills for facilitating various types of sessions, including Strategic Planning, Strategic Implementation, Member Journey and Experience Improvement, and Strategic Financial Planning. During the course of the Great Recession, she assisted credit unions in building capital restoration plans.

Within c. myers, Charlene has mentored more than 20 employees in her many areas of expertise. She also manages major projects, including both the development of new services and the revamping of existing services. She was a key designer of the c. myers Interactive Loan Production Analyzer, which enables you to count the right business every day by turning relevant data into easily understandable and actionable decision information.

Charlene is a frequent blood donor, racking up more than 60 donations. She enjoys cooking for her family, gardening, nature, and is an avid hiker and road cyclist.

Members-Only Event

Tuesday, October 5, 2021
Presenter: Belma McCaffrey, CEO/ Founder, Work Bigger

Today's workplace is complex; we’re often facing different personalities, needs and values within our organizations. To be an effective leader in these times, it's important to know how to navigate through such complexities to create a healthy, thriving workplace environment for ourselves and our teams. 

Join us for this session to learn:

• The difference between reactive and proactive behavior, and how to shift to proactive
• What triggers you emotionally and how to process it
• A deeper understanding of what you need to feel seen, supported and heard
   

We’ll review the SCARF model and also cover how you can apply these learnings to build better relationships with your team.
 

Key Takeaways:

• How to master one’s mindset and create emotional balance.
• Ability to better manage colleagues and advocate for self, improving relationships in the workplace.
• Ability to lead with empathy, impacting how employees interact with others and facilitate change.
• Reusable framework for leadership development
   

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

About the Presenter:

Belma McCaffrey
CEO/ Founder
Work Bigger

Belma McCaffrey is the CEO/ Founder of Work Bigger, a career coaching platform for dissatisfied high-achievers who want to find their purpose. She’s also a career and leadership coach. 

Through coaching and community, Work Bigger helps individuals connect to their mission, up level their leadership skills and improve their emotional and mental health. 

Belma's work has been featured in Forbes, Fortune, Thrive, and other media platforms. Belma is also an immigrant, a mom, and prior to Work Bigger, she spent 10+ years working in media and strategy roles at companies like the Associated Press and Conde Nast.

Members-Only Event

Tuesday, November 2, 2021
Presenter: JC Quintana, Adjunct Professor of Customer Experience (CX) and Design Thinking

In today’s uncertain work environment, having strong business relationships is vital to both individual and organizational success. Whether it’s with members, employees, or business partners, the key to building transformational relationships is understanding how to manage expectations and collaborate effectively. 

Join us for this humorous and interactive session in which you’ll learn the seven key elements that lead to transformation in your business relationships plus gain a better understanding of how your stakeholders assess the value of their relationships with your organization and its people. By the end of this session, you’ll have the knowledge and skills to build transformative business relationships that lead to success!

Key Takeaways:

• Tools for measuring business relationship strength
• How to frame productive dialogue that helps clarify relationship expectations collaboratively
• An inventory of questions to use across many business interactions. 
   

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

About the Presenter:

JC Quintana
Adjunct Professor of Customer Experience (CX) and Design Thinking

JC Quintana is an internationally recognized business relationship psychology researcher, speaker, and author. He teaches as an adjunct professor of Customer Experience (CX) and Design Thinking at 22 U.S. universities with a focus on the importance of aligning business strategies and technology to the relational expectations of stakeholders. 

His illustrious career includes senior executive roles over client, employee, and alliance partnership initiatives at DXC, HP, Sage, DHL and ADP. JC is the best-selling author of two books on customer relationship management (CRM) and business relationship psychology. He lives in Kennesaw, GA.

Members-Only Event

Thursday, December 9, 2021
12:00 - 1:00 p.m. Central Time 
Presenter: Ashley T Brundage, Founder, Author, Empowering Differences

Empowering Differences is the intentional action of using power and authority for yourself or others while positioning ways in which you are not the same as the people around you. Using your differences - what makes you unique - to empower yourself and others and move your career forward. 

Join us and take the first step to accelerate your career by empowering your differences.

Key Takeaways:

• How to apply a 4-step process of empowerment to help advance your career
• Learn about the 10 Empowering Actions to Leverage Change
• Exercises to foster Empowerment and Inclusion in yourself and your organization
   

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

About the Presenter:

Ashley T Brundage
Founder, Author
Empowering Differences

Ashley T Brundage started her career as a means of survival. Fighting discrimination, harassment, and homelessness, she found employment as a part time teller then rose to national VP of Diversity and Inclusion in less than 5 years in the financial services industry. She captured this process of career development in her new book and online course called Empowering Differences. She volunteers in numerous organizations, most notably serving as the vice chair of the national board of directors for GLAAD, the LGBTQ+ media advocacy organization. Personally she enjoys time with her 2 teenage boys and traveling the world to spread the mission of empowerment for all. 

This event is FREE for CUES Unlimited and Unlimited+ Members

Thursday, September 23, 2021
Presenter: Garrick Throckmorton, Chief Product and Services Officer, TalentTelligent LLC

The war for talent is fiercer than ever, fueled in part by the pandemic and the ensuing “Great Resignation”. For today’s workforce, it’s about more than just financial incentives or office ping pong rooms – employees also need to see that their organization is genuinely invested in their career growth and development. How can your credit union successfully rise to the challenge and effectively retain its top talent?  Join us to find out!

Key Takeaways:

• The key elements of an effective leadership development plan, plus how to know when you have one
• A research-based development model that’s proven successful for decades
• Best practices to confidently launch a development planning for your credit union
   

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

About the Presenter

Garrick Throckmorton
Chief Product and Services Officer
TalentTelligent LLC

Garrick Throckmorton is the Chief Product and Services Officer at TalentTelligent LLC and Principal at Throckmorton Leadership Consulting. Garrick is a passionate HR practitioner who brings an internal HR leader’s point of view to his work after spending 15 years as a HR practitioner and Leader. 

With experience that spans the credit union industry, healthcare, higher education, and consumer goods, he has held influential leadership roles to drive results while viewing human capital through the lens of its broad impact on employee wellbeing. He now works with clients of all sizes to provide expertise to their talent management practices which includes leadership development, coaching, onboarding, succession planning, talent acquisition, team building, performance management, and policy creation. 

Garrick has an undergraduate degree in Health Sciences and Psychology from Bradley University, a MA in Counseling from Wake Forest University. His work has been highlighted by the Wall Street Journal, Harvard University, The Robert Wood Johnson Foundation and at the World Economic Forum but most importantly has positively impacted the lives of employees. He resides in beautiful Winston-Salem, North Carolina with his wife and 2 children.
 

Thursday, November 4, 2021
Presenters: Davi Allen, Vice President/Consumer Lending, BCU; Charlie Miller, Vice President/Client Services and Operations, State National

Q&A discussion between Davi Allen, Vice President of Consumer Lending at BCU, and Charlie Miller, VP of Client Services and Operations at State National, about how data is becoming an integral part of credit unions’ overall strategy. They will explore how BCU leverages data in all aspects of their CU, from insights in lending to enhancing their collections platform. 

Key Course Takeaways

• How BCU initially identified specific opportunities in data analytics
• Business areas where BCU is currently applying analytics insights to support decision-making
• What steps your credit union can take to better understand opportunities with the data already at hand. 
   

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

About the Presenters:

Davi Allen
Vice President/Consumer Lending
BCU

Davi Allen has more than 17 years of credit union audit and lending experience, beginning in 2005 when she joined BCU as an internal auditor. After progressing to Director of Internal Audit, she transitioned in 2018 into business operations by taking on responsibility for the Collections area. Her current role includes responsibility over Consumer Lending Product Management, Sales, Underwriting, Servicing, and Collections. Davi is recognized for her strengths in operational excellence, drive for results, and strong commitment to employee engagement and development. Davi received her bachelor’s degree in Finance from Northern Illinois University. 

Charlie Miller
Vice President/Client Services and Operations
State National 

Charlie Miller is State National’s Vice President of Client Services and Operations, overseeing the relationship- and service-focused client-facing team as well as our fundamental loan and insurance tracking operations, including Document Processing and our in-house Contact Center. Charlie’s core priority is delivering an exceptional client experience by building lasting partner relationships that exceed expectations while delivering efficient, cutting-edge processes focused on improving the experience of both our clients and their borrowers.