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Charles A. O’Reilly
Charles O'Reilly has taught at UC Berkeley, UCLA, Columbia, and the Harvard Business School. He has published over 100 papers and three books. Several of his papers have won awards (e.g, The Administrative Science Quarterly Scholarly Contribution Award in 1995 and 1998; The California Management Review Accenture Award in 1996 and 2009).
He has been given the Distinguished Scholar Award by the Academy of Management and the Organizational Behavior Division Lifetime Achievement Award in 2010. In 2001 he was given the Distinguished Teaching Award for MBA teaching at Stanford Graduate School of Business.
He has consulted for a variety of public and private firms in the U.S., Europe, Africa, and Asia. He also has developed, directed, and taught in executive programs for senior managers in innovation, technology, leadership, change, and human resources.
Webinar: Strategizing with Current Compensation Trends Playback
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.
Nanci Wilson
CUES Emerge Announces 2021 Program Cohort Members, Masterminds
MADISON, Wis.— CUES is honored to welcome 32 up-and-coming credit union leaders into the CUES Emerge 2021 program. All were selected based on their potential to create a lasting impact within the credit union industry.
This group will receive coaching, training and resources to build their leadership acumen and strategic thinking skillset. They will also benefit from the exclusive opportunity to collaborate with their peers during mastermind groups, where they will work to transform their ideas into a business case and compete for the chance to become the 2021 CUES Emerging Leader.
“We are proud to provide this platform, which was designed to elevate the voices and skills of the industry’s up-and-coming leaders and help them to become changemakers in their credit unions and the industry. We are excited to see what new ideas and positive change spark from this year’s cohort,” said John Pembroke, CUES President/CEO. “In only its second year, we saw great turnout in application submissions, which grew by more than 75% over the previous year. The overwhelming interest in this program demonstrates the commitment of credit union senior leaders to develop the next generation to help move the industry forward. We are pleased to continue our long-standing partnership with Currency to recognize the work of the participants, and ultimately select the 2021 CUES Emerging Leader.”
The CUES Emerge cohort is a diverse group, hailing from 15 states and five Canadian provinces, and representing 29 different credit union roles. All are highly respected among their teams, having shown enormous growth in their development by driving change in their credit unions and the communities they serve. The 2021 CUES Emerge cohort members are:
- William Aguilar, Assistant Manager, Contact Center, American First Credit Union, Brea, CA, USA
- Krista Baum, Security Architect, WSECU, Olympia, WA, USA
- Paige Beffort, Branch Manager, Air Academy Federal Credit Union, Monument, CO, USA
- Taylor Bittinger, Senior Learning Specialist, Members 1st Federal Credit Union, Mechanicsburg, PA, USA
- Keli Boudreaux, Payroll and Benefits Specialist, Pelican State Credit Union, Baton Rouge, LA, USA
- Kristi Caruso, Branch Manager, Zeal Credit Union, Livonia, MI, USA
- Angela Castaneda-Ball, Learning & Development Manager, Justice Federal Credit Union, Chantilly, VA, USA
- Dave Corbett, Director, Cash Management, FirstOntario Credit Union, Stoney Creek, ON, Canada
- Jenna Darby, People Development Specialist, Innovation Credit Union, Swift Current, SK, Canada
- Janaye Elkin, Compliance & Risk Officer, Privacy Officer, Bow Valley Credit Union, Cochrane, AB, Canada
- Amber Fielder, Vice President, Marketing, USE Credit Union, San Diego, CA, USA
- Becky Freemal, VP of Brand, ValleyStar Credit Union, Martinsville, VA, USA
- Aziza Gary, Financial Wellness Manager, MECU Credit Union, Baltimore, MD, USA
- Katie Gray, Digital Delivery Manager, Bay Federal Credit Union, Capitola, CA, USA
- Terry Hagio, Technical Implementation Manager, Alliant Credit Union, Chicago, IL, USA
- Yianni Harbis, Manager, Branch and Commercial Banking, Sydney Credit Union, Sydney, NS, Canada
- Christian Hartley, Branch Manager, Keesler Federal Credit Union, Gautier, MS, USA
- Lori Hays, Marketing Manager, Merck Sharp & Dohme Federal Credit Union, Chalfont, PA, USA
- Alex Hsu, Manager, Organizational Performance & Strategic Planning, Schools First Federal Credit Union, Santa Ana, CA, USA
- Shannon Huot, Chief Experience Officer, Educators Credit Union, Mt. Pleasant, WI, USA
- Amanda Knodel, Chief Operations Officer, Pinnacle Credit Union, Atlanta, GA, USA
- Jessica McNier, Digital Solutions Lending Manager, Wanigas Credit Union, Saginaw, MI, USA
- Nicole Meyer, Contact Center Manager, Central Minnesota Credit Union, Saint Joseph, MN, USA
- Tonya Perez-Wright, Branch Manager, USC Credit Union, Los Angeles, CA, USA
- Kunle Popoola, Director, Commercial Credit & Special Loans, Connect First Credit Union, Calgary, AB, Canada
- Joey Rudisill, Chief Information Officer, Central Willamette Credit Union, Albany, OR, USA
- Amber Stutzman, Member Loyalty Manager, Oregon Community Credit Union, Eugene, OR, USA
- Jason Swink, Member Financial Center Manager, Truliant Federal Credit Union, Shelby, NC, USA
- Taylor Tarras, Member Lending Supervisor, Royal Credit Union, Eau Claire, WI, USA
- Ashley Tite, Manager, Administrative Services, Summerland Credit Union, Summerland, BC, Canada
- Daniel Valley, Member Experience Manager, Lake Trust Credit Union, Brighton, MI, USA
- Mark Volz, Relationship Development Officer, Corporate Central Credit Union, Muskego, WI, USA
Guiding the participants are six Masterminds, hand selected for their leadership, industry impact and drive to develop themselves and others:
- Geoff Bullock, EVP, Member Experience, Royal Credit Union, Eau Claire, WI, USA
- Clark Duncan, Director, Digital Experience, Abound Credit Union, Radcliff, KY, USA
- Alyssa Guillory, CCM, VP of Marketing, Unity One Credit Union, Fort Worth, TX, USA
- James Hunter, CCM, Chief Lending Officer, Alternatives Federal Credit Union, Ithaca, NY, USA
- Emily Strybosch, Brand Specialist & Coach, Libro Credit Union, London, ON, Canada
- Lindsey Walker, CCM, Executive Assistant, Tampa Bay Federal Credit Union, Tampa, FL, USA
The CUES Emerge program evolved from the CUES Next Top Credit Union Exec (NTCUE) competition, which ran for nine years.
Follow the CUES Emerge journey and join us in celebrating the 2021 cohort at CUESemerge.com.
Learn more about CUES at cues.org. Learn more about Currency at CurrencyMarketing.ca.
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 29,000 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.
Currency is a credit union-focused marketing firm. Our unique programs—It’s a Money Thing and CUES Emerge—focus on helping credit unions raise awareness, build relationships and foster financial empowerment with young adults.
Connect with Currency at CurrencyMarketing.ca and on LinkedIn, Facebook, Twitter and Instagram.
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Press Release Download
Final Excise Tax Regulations: What Credit Unions Should Know Recording
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.
This is an audio recording of the Live Q&A session with Brooks Berardi, CUNA Mutual Group.
Agent IQ
Company Overview
Agent IQ empowers community banks and credit unions to deepen their customer relationships, improve customer satisfaction, and boost service efficiencies leading to an increase in profitability while reducing the cost of serving. The Agent IQ digital customer engagement platform provides a unique high-touch, high-tech, omni-channel experience that uses AI to support financial institutions in being more proactive with their customers and automating mundane tasks.
Financial institutions can get real-time insights into what their customers are talking about and use the platform to provide proactive assistance and strengthen the relationship between banker and customer. Deployed in a little as 4 weeks with a light resource lift, Agent IQ is the tool that allows your bankers to better connect, engage, and support customers and create relationships in the digital world that are just as personal
as in the real world, but even more enhanced.
Lynq™ by Agent IQ is a personal digital relationship banking platform that uses built-in AI to deliver a cutting-edge self-service and webchat for your members while also offering the ability to connect with a personal associate for all their bespoke financial needs across any digital channel. Lynq provides your credit union the ability to quickly reduce costs while at the same time improving your digital relationships that foster loyalty and an improved member experience.
Services Provided
Contact
Matthew Phipps, Chief Marketing Officer
Credit Union Conferences 2021
CUES In-person events are back!
We’ve all missed the synergy and energy that comes from meeting face-to-face. We’re excited to announce select CUES events are making a comeback in 2021. Register today, and look forward to making new acquaintances and reconnecting with old friends through shared learning experiences.
Kathleen M. O’Connor, Ph.D.
Kathleen O'Connor is an organizational psychologist who studies negotiation, teamwork, and decision making. Much of her recent research focuses on how negotiations link together over time. One stream of work shows that past negotiation experiences direct negotiators' choice of tactics and their performance in successive negotiations. A second stream investigates how negotiators' reputations affect them and their potential for success at the bargaining table. As part of this research, she has explored how negotiators' confidence in their skills (i.e., their self-efficacy) changes as a function of their negotiation successes or failures, and how it affects their tactical decision making and the quality of their deals.
Kathleen's recent projects investigate the development of individual social capital. She applies theories of individual cognition and interpersonal behavior to study the conditions under which people recognize and exploit opportunities for building social capital. She is a member of a team of networks experts from Cornell University whose work is sponsored by the Institute for the Social Sciences.
Her research has been published in such journals as the Journal of Applied Psychology, Journal of Experimental Social Psychology, Organizational Behavior and Human Decision Making, and Personality and Social Psychology Bulletin.
Kathleen joined the faculty at Cornell University in 1997. She has been a member of the faculty at Rice University, and has been a visiting faculty member at Northwestern University, and at the London Business School. She earned a BS from Cornell University and an AM and PhD in social and organizational psychology from the University of Illinois, Urbana-Champaign.
Powerful Communication for Women Playback
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.