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This event is FREE for CUES Unlimited and Unlimited+ Members

Wednesday, February 17, 2021
Presenter: Amy Hirsh Robinson, MBA, Principal, Interchange Consulting Group

In many organizations, the term “succession planning” is so loaded that it prevents people from engaging in effective dialog about the future needs of the business and the talent available to meet those needs. Among current executives, and especially during time like this of unprecedented change, succession planning invokes fear that their skills and experiences are no longer relevant. Among employees hungry for more development and mobility, succession planning is viewed as a “black box,” lacking in transparency and reeking of favoritism. Let’s be honest, most succession planning initiatives are met with skepticism, cynicism, and even sabotage. They have become check-the-box exercises or are avoided all-together, preventing companies from critically assessing talent and planning adequately for the future. 

Join this session for a candid discussion on succession planning and what strategies will successfully engage senior management during this new normal of business and meet the evolving leadership development needs of employees and organizations alike.

Key Takeaways:

• 7 trends disrupting traditional succession planning models
• How to build and promote a successful business case for succession planning in your organization
• 10 components of a successful succession planning program
• Why you should ditch your 9-box for simplicity and maximum executive engagement
   

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

About the Presenter:

Amy Hirsh Robinson, MBA
Principal
Interchange Consulting Group

Amy Hirsh Robinson, MBA, (www.interchange-group.com) is a leading expert on the changing workforce and the impact of generational shifts on organizations. She consults to Fortune 500 companies, privately held businesses and not-for-profits to prepare and retool leaders and their workforces to excel and compete in the New Economy. Her strategies and programs focus on attracting top talent, onboarding new employees to ensure the retention and engagement of top talent, managing and motivating a multigenerational workforce, and building competitive talent pipelines through effective succession planning practices. Amy speaks and publishes widely on workforce strategies for the New Economy and has been cited and quoted in publications such as Forbes, the Los Angeles Times, and the Huffington Post.

This event is FREE for CUES Unlimited and Unlimited+ Members

Wednesday, December 2, 2020
Presenter: Quantum Governance, L3C Co-founder and CEO Michael Daigneault
 
What do you get when you combine a once-in-a-hundred-years pandemic, a contemporary cultural revolution and a national election? An unprecedented learning curve! Quantum Governance CEO Michael Daigneault invites you to a discussion of some of the biggest lessons learned in 2020 and why they are important to your credit union governance and the future of your organization.
 
Michael will share examples and anecdotes from a year in which industry-wide norms were put to the test and governance practices evolved in some meaningful ways. It was a year in which governance and culture mattered more than ever. Some credit unions were built to succeed, and others had to learn hard lessons along the way. 

Key Takeaways

Key takeaways include best practices, an understanding of evolving governance challenges and the “new norms,” as well as ideas for moving your credit union governance along the spectrum toward excellence. 

Thursday, January 14, 2021
Presenter: Sandi Papenfuhs, SFO, CCS, SVP of Consumer Lending, First Tech FCU; Chris Ryan, Marketing Lead, Fraud and Identity, Decision Analytics, Experian North America; Perry Maxfield, Product Strategy Sr. Manager, BECU

With fraudsters upping their game and launching savvier attacks, it’s critical for credit unions to not only understand the specific threats presented by bad actors, but to also be prepared with a solid fraud detection and prevention plan. 

In this 60-minute webinar, Experian North America’s Chris Ryan, Marketing Lead, Fraud and Identity, Decision Analytics, will explain the differences in three main fraud types (first party, third party, synthetic) and provide an overview of key fraud trends. Additionally, First Tech Federal Credit Union’s SVP of Consumer Lending, Sandi Papenfuhs, SFO, CCS and BECU’s Product Strategy Sr. Manager, Perry Maxfield, will share how the credit union was able to better navigate fraud with Experian’s assistance. 

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

Key Takeaways:

• Better understanding of three main fraud types 
• Overview of key fraud trends 
• Insight from industry peer Perry Maxfield, BECU 

This event is FREE for ALL

What’s in It for Me: A Guide to Leveraging Your CUES Membership to Grow Your Career
Tuesday, January 26, 2021
12:00 - 1:00 p.m. Central Time
Presenter: Jimese Harkley, CUES VP/Membership

Has your organization invested in a CUES membership for you, but you do not know what to do with it? Don’t wait for your manager to assign you a task. Join this session to learn how to leverage your benefits independently and communicate these resources in your development plan.  

This event is FREE for CUES Unlimited and Unlimited+ Members

Tuesday,  March 16, 2021
Presenter: Liz Garster, VP/ Strategy & Client Services, TwoScore

If you've ever hired any kind of coach, you know they help their clients set and achieve goals, work through obstacles, and make major life shifts. As dedicated as credit unions are to helping members succeed financially, they're perfectly positioned to incorporate the elements of coaching into member service interactions. This session delves into how your credit union can differentiate its service experience through popular coaching techniques and rise above the competition!

Key Takeaways:

• Learn more about how member service has evolved from transactional, to experiential, to now being relationship-driven (and how adding coaching techniques to your service can differentiate you from competitors). 
• Learn popular coaching techniques to help members master the art of habit change with their finances. 
• Leave with a framework for leading a financial coaching session and handouts.
   

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

About the Presenter:

Liz Garster
VP/ Strategy & Client Services
TwoScore

Liz joined TwoScore in 2016, bringing her 5+ years of marketing experience at a mid-sized credit union, seeing them through an extensive rebranding process, multiple mergers, and system conversions. She has been an active leader in the credit union space through participation in Crash the GAC, involvement with her local credit union chapter, and leading of several training presentations at industry conferences and events. Additionally, Liz has her MBA from Capital University and is both a Certified Financial Coach Certified Health Coach through the Health Coach Institute and a graduate of the Financial Coach Academy. Outside of credit union-land, you're likely to find Liz attending or teaching a yoga class, hiking the Cuyahoga Valley National Park with her husband and pup Kobe, or taking a certification to learn a new skill.

Wednesday, March 10, 2021
Presenter: Fred Kelly, Partner, OpFin Solutions

Whole industries are being upended by nimbler, customer-focused tech companies. Credit unions are not immune. In fact, credit unions are facing the greatest existential threat since Friedrich Wilhelm Raiffeisen and Hermann Schulze-Delitzsch pioneered the first true credit unions in Germany in the 1850s. The best way to face that threat is through innovation. The good news, is that innovation is open to anyone that chooses to adopt it. You just need a framework to get started. In this practical session you will learn all you need to kick-start innovation in your credit union.

Key Takeaways:

• Learn a simple four-step innovation process for credit unions that actually works 
• Proven techniques to generate lots of ideas
• How to create a framework for ranking ideas
• Methodologies to quickly test your ideas at very low cost
• How to get your CRO onboard by de-risking innovation
• How to build an innovation culture in your credit union
   

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

About the Presenter:

Fred Kelly
Partner
OpFin Solutions

Fred is the former CEO of Conister Bank where he tripled revenue and lead the turnaround of the business. Fred is currently a partner in OpFin Solutions, a specialized advisory firm that works with credit unions with less than US$5 billion in assets. Fred is also a consultant and mentor at UDD Ventures, a Latin American start up accelerator. 

This event is FREE for CUES Unlimited and Unlimited+ Members

Tuesday, March 30, 2021
Presenter: Dr. Christine Allen, Ph.D.

Communication matters in business. The ability to get your message across in a powerful way and to make a connection with others is key to business and leadership success. While there is controversy over the topic of gender differences in communication, overall the data and everyday observations show that the different ways women and men communicate are real and can have a significant impact on women's success. 

There are many ways women continue to have challenges in achieving the highest levels of leadership, despite their talents and capabilities. While organizations need to continue to address systemic issues in gender discrimination and bias, there are things that individual women leaders can do to be more effective.

In this workshop, we will explore the ways women are given mixed messages about how to communicate and held to different standards. We will also discuss what power individual women have to leverage their unique strengths and communication styles to become more effective leaders.

Key Takeaways:

1. Women will understand better the gender stereotypes they face in communicating powerfully rather than to view challenges as reflections of individual flaws.
2. Women will learn some key techniques for setting boundaries, successfully negotiating, effectively managing conflict, and handling unrealistic expectations of others (e.g., that one must always be "nice").
3. Women will walk away with better strategies for understanding and leveraging their unique strengths rather than approach powerful communication as a one-size fits all proposition.
    

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

About the Presenter

Dr. Christine Allen, Ph.D.

Dr. Allen is a workplace psychologist who has been providing executive coaching, leadership development, team building and team coaching, talent selection and assessment, and other training since 2009. For 20 years prior, she worked as a psychologist in public and private hospitals, rehab/skilled nursing, and in private practice.

Dr. Allen is a Board Certified Coach and a member of the Forbes Coaches Council.  She is a Past President of the Division of Organizational, Consulting and Work Psychology of the New York State Psychological Association (NYSPA). She was Co-Chair of NYSPA’s Leadership Institute, which developed younger psychologists to be leaders in their work, communities and NYSPA. She is Past President of the Central New York Psychological Association. Dr. Allen is a Full Member of the Society of Industrial and Organizational Psychology of the American Psychological Association, a Distinguished Fellow of the New York State Psychological Association and a Member of the International Coach Federation. 

Dr. Allen is Adjunct Faculty in the Psychology Department and a Leadership Development Specialist in the Maxwell School of Citizenship and Public Affairs at Syracuse University. She is an Associate Clinical Faculty member in the Department of Psychiatry at SUNY Upstate Medical University. She received the 2014 Dr. Joanne Lifshin Mentoring Award and a 2011 Distinguished Service Award from the New York State Psychological Association.  She also received the Psychologist of the Year Award in 2008 and 2011 from the Central New York Psychological Association.  

She received her B.A. in Psychology from Davidson College in North Carolina and her M.S. and Ph.D. in Psychology from the Pennsylvania State University.  She is a licensed psychologist in the state of New York. She is married for 32 years, has two wonderful children who are young adults, two cats, and loves to read, garden and do yoga

Original Air Date: 02-12-2019
Speaker: Fran Duggan, CEO, Payrailz

This webinar addresses how modern technology, available to credit unions, can revitalize their payments strategies, particularly how to create a smarter, more engaging approach through the strategic use of AI and the latest payments innovations

Prepare to be energized!  Elevate your skills!

The 2020 Future Summit is going to be none like ever before!  Featuring keynote speakers MSU football coach Mark Dantonio, and author/radio host Mitch Album, attendees will gain insight on a broad scope of topics, while making connections and developing friendships with others in the credit union industry. 

The hottest topics and trends:

• Digital banking forecast
• Build Your Brand  
• New technologies
• Cyber Safety 
• Best Practices in customer experience

You can find speaker information here.

Network with top leaders in the credit union industry and future leaders. Build your skills, wow your colleagues, impact your credit unions.

Register by December 3 to be entered into a drawing to win a free suite for the conference. The winner will be announced December 6 at the CUES Holiday Luncheon.  Register today via Attendify.