Leadership/Management

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Available Webinars

L | 02/25 | Agility and Change

02/25
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What’s the # 1 reason why people don’t like change? Fear. Fear of the unknown… fear of trust… fear of feeling irrelevant.

L | 03/18 | Becoming a More Effective Supervisory Committee

03/18
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The old adage goes, “Plan your work and work your plan.” This is no different for a supervisory committee. Developing a comprehensive work plan and finding ways to be the best committee you can be will help make your term on the supervisory committee very rewarding.

L | 04/01 | Balanced Scorecard Incentive Plans

04/01
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A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

L | 04/22 | The Million Dollar Consumer Question: Where Has the Loyalty Gone?

04/22
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A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

L | 05/13 | Best Practices of the Modern Credit Union Board

05/13
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Of course every board is different. We’re talking about humans after all. But there are reliable & researched “rules of thumb” that raise the performance of boards. Hear about practices that are tried and proven across a variety of board sizes and types. Make sure that you’re working smart and efficiently for your members and for the credit union.

L | 06/03 | Board Succession Planning at its Simplest and Finest

06/03
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Peter Drucker says, “A company’s greatest asset is not its people. A company’s greatest asset is the right people.” Credit unions are not getting any simpler. How will you attract the right people to replace current board members as they move on?

L | 06/10 | Finding a Way to Say "Yes"

06/10
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A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

L | 06/24 | Does the Branch Really Matter in a Digital World?

06/24
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A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

L | 07/22 | Keeping it REAL in a Who Cares World: Relevant, Engaging, Authentic and Loyal

07/22
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A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

L | 07/22 | The Leadership of Discipline

07/22
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A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

L | 08/12 | Investigating Internal Fraud

08/12
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A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

L | 08/26 | Board Governance at the Speed of the 21st Century

08/26
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A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

L | 09/02 | Innovate and Dominate: Think Bigger!

09/02
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A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

L | 10/07 | The Perfect Board Packet: Understanding the Information in It

10/07
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A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

A | 10 Key Concepts Every Credit Union Professional Should Know

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Even if you aren’t directly responsible for your credit union’s financial management, it’s still important to understand the impact that key factors have on your “big picture”. Join asset/liability management expert Deborah Rightmire as she discusses these ten concepts:

A | 11 Ratios Every Credit Union Professional Should Know

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The economic environment is changing. Ratios help us analyze the past, make decisions for the future, and monitor the impact of those decisions.

A | Attracting, Engaging, and Retaining Top Talent: Creating a Culture to be the Employer of Choice

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The race is on for the best:  the best attitudes, the best work ethics, the best leadership potential. Find out how to position your credit union to be the place where top talent loves to work, and to build steadfast loyalty once you hire them!

A | Avoiding the Trap of Operational Inefficiencies

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Do you sometimes feel like you’re working in circles and not able to get things done? Inefficiencies chew up invaluable resources. They cause unnecessary stress and dampen morale. How often do the following situations occur? Inefficiencies could become the insidious plague in your credit union. Employees become stressed, members are poorly served, and the credit union suffers.

A | Best Practices in Organizational Development

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Whether you’re onboarding new employees, learning new technology, practicing sales/service techniques, or building better leaders, your formal and informal organizational development programs help keep your company competitive.

A | Better Than the Best: Using Communication to Transform Your Team

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Regardless of industry, mission or makeup, the best teams in the world know that communication is the key to success. Teams may be comprised of the most intelligent or highly skilled members of an organization – and still find themselves perpetually hamstrung by dysfunctional, stagnant or simply antiquated communication practices. It’s no secret that everyone wants communication in their company or team to be open, dynamic and respectful.

A | Breaking the Rules: Training for Success by Coaching Yourself Out of a Job

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As a manager or executive who develops employee talent within your credit union, you have to be willing to play the role of coach for the people who will be future leaders for your financial institution. And you have to be willing to coach yourself out of a job.

A | Building a Better Board

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How well does your board function? In the words of board expert Richard Chait, “Effective governance by a board is a relatively rare and unnatural act.” An effective board is very difficult to establish and sometimes more difficult to maintain. So … what can you do to “build a better board?”

A | Calling the Right Play: Challenges for Credit Union Directors & CEOs

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The challenges facing credit unions are real – there should be no doubt about that. Many of these are the causes of stress and anxiety for the senior executives that run the organizations and for the directors that govern them. During this interactive and informative webinar, join internationally acclaimed credit union strategist Sean McDonald as he takes participants through some specific and common areas of concern for CEOs and senior executives.

A | Career Development: Mind Your Own Business

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It's a myth that "good work gets noticed." To receive attention, authority and respect in organizations you must manage your own career success. In this fast-paced and entertaining program you will learn to develop a strategy to "mind your own business" and succeed. Important topics in this program include:

A | Coaching Skills for Leaders

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The most effective leaders have the qualities of a great coach. Leaders who use coaching skills can improve morale, retain their key people, and experience greater productivity. This skills-based training focuses on integrating coaching to develop employees and teams.

A | Compliance Issues for Credit Union Boards

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The compliance environment has changed drastically over the past 18 months. Because the compliance environment has changed, director expectations have changed as well and a board’s fiduciary responsibility is far greater now than it has ever been. This session provides a general overview of the regulations that affect credit unions.

A | Conducting an Effective CEO Evaluation

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According to a recent Board study conducted by Stanford University, the majority of BOD’s are not getting the results they want from their CEOs. Why? They’re not conducting effective CEO Evaluations. Most Credit Union Boards simply look “at the numbers” and base their CEO Evaluations on their financial results. However, such a method negates many of the important functions of a successful operation.

A | Courting Boomer Members

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We hear so much about getting Generations X, Y, and Z engaged in our credit unions, but what about the Baby Boomers? It’s equally important to reach out to Boomer Gen Members (45-65+yr olds) with products and services. After all, Boomers are the largest most powerful demographic group in terms of buying power, influence, and wealth, and their financial services needs include taking care of generations behind and ahead of them.

A | Creating a Sales Culture

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Transforming your organization into a high-performing sales culture is not an easy task. In this webinar, Brandi Stankovic will talk about the key tactics in developing a sales-oriented culture in your credit union or organization. And more importantly, she is going to talk about how you can inspire your team to be the best. We will talk about the magic or mojo that drives successful sales people to achieve bottom line results.

A | Credit Union Differentiation

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The credit union difference is well-known to people within the credit union system, but this only represents a small share of the financial services market. Credit unions’ relatively stable market share leads us to ask the following: Why do your members do business with your credit union? Why don't non-members do business with your credit union?

A | Credit Union Merger Lessons from The Bachelor

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Contestants on a reality show aren’t the only ones coming together to create interesting relationships these days. Credit unions are taking advantage of merger opportunities that present prosperous results for both (or multiple) parties. Just like dating, credit unions are courting each other in ways that extend beyond the traditional merger and acquisition process where a small or struggling credit union merges into one much larger.

A | Defy Marketplace Gravity! Succeed No Matter What This Economy Does

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Really? You are still watching the news, reading the reports and surfing the internet looking for that one guru, that wizard who can tell you what this economy is going to do? Wake up! This is not your mama’s economy. It is moving fast. Changing constantly. And it crushes businesses who can’t keep up.

A | Demystifying Innovation

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How can your credit union use innovation to become a more consumer-responsive organization? Most barriers to innovation in your organization are self-imposed. This session explains how your credit union can better understand what innovation means in the consumer finance world.

A | Designing & Implementing a Strong Internship Program

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Many of our local universities and colleges are doing a terrific job training young people to succeed in the workplace. But, they need experience. And, you need help. Let’s face it. Most credit unions are understaffed, with each of us wearing so many hats, it’s often overwhelming. And most of us are still trying to figure out the Millennial market.

A | Disruption in Banking: Who Will Be Our Uber?

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Smart phones have changed the world. What have they already replaced? Cameras, calculators, newspapers, alarm clocks, calendars, land lines, flashlights, maps, you name it. And now they are replacing branches. Are you preparing for the coming changes? Are you meeting the remote and electronic needs of your member?

A | Drama Free Meetings

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One of the key challenges leaders face is too much wasted time spent in meetings that really don’t make a difference. Nothing is worse than having multiple meetings discussing the same topic without gaining clarity on next steps. Worse yet is not creating accountability mechanisms for follow through so nothing really changes. If you’ve experienced wasted time, lack of accountability and unfocused meetings, you’ve entered the fog of drama.

A | Effective Inter-Generational Communication with Management or How to Talk to a Boomer

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Why does communication with Boomers matter? Because Boomers constitute 40% of the US population, control 50% of all private wealth, occupy 70% of business management positions and possess $2.3 trillion in annual spending power. Only 11% expect to stop all work upon retirement.

A | Effective Vendor Contract Negotiation, Review, & Management

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Outside vendors are an essential element of credit union operations and their contracts are a regular part of our life. But too often contracts are signed without a full review or understanding of any terms beyond price and delivery date. Unfortunately, what you don’t know can hurt you. Face it, the contract that the vendor provides is basically their "wish list" of terms and conditions.

Worse yet, it was drafted by THEIR attorney with the sole purpose of locking you into their deal. This session is designed to educate you on the basics of effective contract negotiation, review and management. Better yet, David Reed is a former Vice President and General Counsel of a Credit Union and has the inside scoop on maximizing vendor relationships and contract management systems.

A | Eight Strategies for Aspiring CU Leaders

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You may be just starting your career. You may be a seasoned veteran who wants to advance. Jim Bouchard, author of The Sensei Leader, will give you clear and actionable strategies to change your life, contribute to your organization, and position yourself for leadership success.

A | Eisenhower on Enlightened Leadership

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Mr. Boring. Those old enough to remember Eisenhower probably remember him as Mr. Boring. As a general, he was not the best tactician. As a speaker, he was not the most dynamic personality. Yet this simple man from Kansas somehow led a nation, with only a tiny army, and reeling from defeat, to victory over the world’s most powerful military.

A | Emerging Markets: The Credit Union Intersection of Potential & Philosophy

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Credit unions were way ahead of the curve at their inception – breaking the mold of traditional financial services and offering a collaborative approach to personal finance. But has the industry fallen behind when it comes to new ways of thinking? Entrepreneurs are capitalizing on the new trend of sharing – offering consumers worldwide access to pools of products and services, inspiring them to own less and share more with family, friends and even strangers.

A | Board of Director Duties & Responsibilities

A | 6 Solutions That Drive Positive Organization Change

A | A Seasoned Supervisor's Guide to Staff Development

A | ALM Implementation

A | Mentoring Skills

A | Opportunities in Credit Union Board Governance

A | Preparing for Workplace Violence

A | Speak to Be Heard

A | Financial Literacy, Credit Unions, and Generation Z

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Credit unions are looking seriously at bringing down the average age of their memberships. And there’s a big push to bring financial education to our schools. How can credit unions accomplish both? Join Tena Lozano, executive director of the Richard Myles Johnson Foundation, to explore ways to create the next generation of financially savvy credit union members.

A | Finding and Securing the Future: The World in 2030

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By 2030, many of the concepts and technologies that we would describe today as “emerging” - such as the Internet of Things (IoT), Artificial Intelligence (AI) and wearable technologies - will be ubiquitous, and will have redefined and reshaped how we live and interact. And, Financial Services will be truly “digitized” with consumers and businesses conducting the vast majority of their transactions and interactions through an unprecedented range of access points.

A | From Marketing to CEO: Your Personal Roadmap to CEO

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Most professionals who become CEOs of credit unions do so through one of the more traditional disciplines, like finance or operations. As the industry matures and gains its footing in the age of the Millennial, opportunities will arise for marketing professionals – those who arguably know the members better than anyone else in the credit union – to take the reins. Are you ready to grab the opportunity when it’s presented to you?

A | From the Battlefield to the Board Room: Secrets to High Performance Leadership

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Join Colonel Jill Morgenthaler as she shares the secrets to effective leadership through her unique method: Heart, Optimism, Opportunity, Abilities, and Hands. This program provides step-by-step guidance so you can increase profits, boost morale, reach a goal, identify challenges, and overcome difficult people and situations. She will engage and enthrall you through her stories and her “how-to” action steps.

A | Getting a Grip on Change

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It happens. Someone gets promoted. Someone retires. The data processor expires. The economy shifts. Children leave home. Children come back. We were working our plan and now it’s useless. What are we supposed to do? Planning for change is something we tell ourselves we’ll do next time. Well, next time has arrived. And it isn’t too late.

A | Growth Strategies for Credit Unions

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Today's progressive credit unions must be alert to and looking for opportunities to fulfill member wants and needs. Those come in many flavors and from many directions.

A | Hiring the Right Fit

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Interviewing and hiring a new member to the team is one of the most important decisions a manager can make. When searching for a new member of the team, managers need to determine if the candidate can do the job and will fit well with the rest of the team.

A | Hot Button Examination Issues

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With continued pressure on the NCUSIF, every credit union in the country should get ready for more regulatory scrutiny than ever. But with smart preparation, more scrutiny doesn’t have to mean more time spent on compliance. Believe it or not, the regulators are not trying to surprise you during the examination process. They give plenty of notice of their intended targets, if you know where to look.

A | How to Delegate

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Talent Risk is a significant issue faced by most credit unions today, but many are unaware of it. Without effective team members, your staff will not have the knowledge and skills internally to execute your strategic plan or protect your institution. A proven way of growing your institutional knowledge base is to grow your people organically, and one of the best ways to do this is through delegation. In this webinar we will teach you how to delegate in a manner that creates accountability, trains functional and independent subordinates, and builds better teams.

A | How to Give Performance Feedback: Secrets of Highly Effective Criticism & Discipline

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Managers and supervisors agree: giving performance feedback, criticism and discipline is the part of their job they like the least.

A | How to Inspire Lasting Employee Engagement

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Are you excited about what your credit union does for your community and sure you could be doing even more to grow and serve your membership? It’s possible by leveraging your greatest asset – your employees. It’s proven that fully engaged employees are more loyal, creative, and productive, and they inspire loyalty in their customers. You’re creating happy, helpful employees who naturally grow your membership.

A | How to Sell Your Credit Union: Creating Your Elevator Speech

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Imagine that you step on a busy elevator and you have the chance to share the credit union philosophy. Could you spark interest in the short span of a 30 second elevator ride? An effective elevator pitch should quickly give a memorable definition of your credit union, a unique proposition and engage the listener in further conversation. Great networking tool! It doesn’t matter if you are asked about your credit union from a friend, stranger, potential member, or credit union industry colleague. Your word-of-mouth advertising could expand exponentially.

A | In Love with the Voice: Building Your Credit Union Telephone Skills

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Today’s credit union professional must be able to communicate professionally with members on the telephone. Join member service expert Teresa Allen in this interactive webinar for front-line member service personnel and learn:

A | Innovation by Design - Keeping Your Feet on the Ground and Your Head in the Clouds

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It’s so easy in your daily tasks to get stuck in the weeds where you can’t see the big picture!  In this session, creativity expert Gert Garman will help you learn some tools to help you stay grounded in your challenges but still be able to think at 30,000 feet and get to some very different solutions that you may not have discovered before.  There is a process for this and a new skill set to help you continue to think differently and move the needle for your credit union.

A | Innovative Leadership: Rethink, Renew, Revive

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What can credit unions do to integrate and engage in innovative leadership to rethink, renew, and revive their credit union for long-term sustainability? Explore simple and PROVEN strategies that can help your credit union not only sustain but create a transformation for long-term sustainable growth! Celeste Cook of cuStrategies LLC will help you:

A | Internal Fraud & Loan Fraud: Opportunity Makes the Thief

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How prepared is your credit union for internal fraud? Embezzlements were the one of the most reported SAR events filed by financial institutions from 1996 to 2015. Embezzlers target two areas cash or loans to defraud the credit union. Past cases tell the story! Institutions have closed or merged because of internal embezzlements in the loan department. This riveting webinar identifies the behavioral changes that can signal internal frauds in the making. Internal embezzlements have caused financial institutions to fail overnight.

A | Investment Basics

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With strong share growth and flat to negative loan growth in recent years contributing to sizable growth in credit union investment portfolios, it’s important for students to have a basic understanding of investments. The presentation also will look at the impact of the current interest rate environment on portfolio yields and net interest margins.

A | Is Your Credit Union Ready for the New Rate Environment?

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This webinar will be presenting and evaluating multiple scenarios, strategies, and forecasted outcomes in a rising rate environment. We will discuss and examine a typical small credit union’s balance sheet composition and inherent interest rate and liquidity risks.  We will then review multiple scenarios run through an IRR model and evaluate several best-case and worst-case responses by management and the members to a rising rate environment.

A | Lead Where You Stand

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Throughout history in all walks of life, individuals have looked to their leaders to challenge, motivate, and develop the success of the individual and group. Leaders, from the sales floor to the oval office, inspire others to achieve success.

A | Leadership vs. Management: What It Takes to Be Successful in Today's Economy

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Supervisory styles continue to evolve, from a traditional management strategy to a leadership, coaching, and mentoring attitude that is particularly effective with millennial staff. Let industry expert Celeste Cook show you how changing your management style can unlock and develop your staff’s potential and performance, as she helps you:

A | Lending 101 for Volunteers

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Regardless of your asset size, lending generates the vast majority of revenue for your credit union. Aside from generating revenue, this area of the business represents significant risk to your sustainability as a financial institution.

A | Listening: More Than Waiting to Talk

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Can you believe how bad we are at listening? While others are sharing their insight and information, our minds wander off to the kids’ ballgames, our to-do list, or our response to the subject at hand.

A | Making Your Credit Union Future Ready

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Credit unions recognize that member expectations for delivery are changing dramatically and quickly.  New delivery, support, and sales capabilities will be needed.  In this session we will discuss how credit unions can become “future ready”.  This session’s topics will include:

A | Managing Across the Generations

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You hear much about the differences between generations… from millennials to Xers to Boomers to the Greatest generation, each group carries with it a host of different experiences and perspectives. The best results usually occur when all perspectives are present in the decision making process. And truly unique and worthy ideas result when all groups work together. However, there are challenges… Millennials respond well to teamwork. The Greatest generation prefers working alone. Xers tend not to trust.

A | Managing Multiple Priorities: Work Smarter, Not Harder

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This interactive training course teaches participants how to get more work done in the same amount of time. We will address common time wasters and how a personal planning system can enhance productivity.

A | Measuring the Credit Union Value Proposition

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The credit union ethos is value for members, so why do we fixate on profit when we measure our credit union’s success?

There is a better way. One that balances the need to keep the financial house in order with the need to create tangible economic value for members. It is possible to meet both objectives at the same time. Join Mike Higgins as he discusses the process and these five aspects of operations:

A | Member Conflict: Opportunity Knocks!

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Member Conflict can signal the end of your relationship with a member or the beginning of an even stronger relationship! In this highly interactive program, member service expert Teresa Allen shares strategies on how to:

A | Member Experience - Consumer-Centric Strategic Advantage

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The “experience economy” has arrived. And it’s changing everything! Understanding this evolving reality and managing your credit union to benefit from its lessons is a game-changer. The experience economy leads us away from commodity-based product pitching, helping credit unions avoid the price-based race to the bottom. Twenty years after the publication of the groundbreaking book, The Experience Economy, by Professors Pine & Gilmore, academics and business leaders are still struggling to apply the lessons of today’s economic revolution. Is effective experience strategy necessarily daunting?

A | Merchant Data Breaches

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Merchant data breaches are a major concern among credit unions, even with chip-enabled cards. Join expert presenter Ann Davidson as she discusses best practices your credit union can implement to help address and combat these breaches, including card fraud at ATMs, in the coming year.

A | Motivation, Incentive & Cooperation

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Motivation, Incentive & Cooperation (MIC) reviews the latest research on the nature of motivation, forms and effects of incentive systems, and the relationship between motivation, incentive and relationship sales. MIC challenges the reflexive tendency of many credit unions to deploy traditional “extrinsic” incentive systems without first maximizing powerful “intrinsic” motivation mechanisms. Overuse of extrinsic incentive systems is especially concerning for our industry as it weakens mission-based motivation, undermining the character that can differentiate our unique, cooperative businesses.

A | No Panic Presentation Skills

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During this content-rich session, participants will discover what you need to know for speaking up and standing out in various professional environments as you communicate with members, managers, credit union guests, and even the media:

A | Ordering & Understanding Your Credit Union's Audit Report

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Contracting for your credit union’s audit can seem like an overwhelming task and understanding the issued reports can be downright confusing. In addition, the National Credit Union Administration and state regulators have high expectations regarding the duties and oversight provided by supervisory committee members.

A | Plan for the Future: Board Succession

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Developing and implementing a succession plan for directors enhances board transitions, ensures diversity, and elevates the strategic capabilities of the Board of Directors.

A | Recipe for a Well-Blended Multigenerational Team

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Work as duty. Work as means to leisure. Work as a challenge. Different generations approach employment differently. Employees active in today’s labor market are divided into three distinct groups: Baby Boomers, Generation X and the Millennials. Your willingness and adaptability as a progressive supervisor will determine how successful you are in managing and bridging these critical age ranges.

A | Regulation of Offsite Employee Activity

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Consider this situation: When the workday is done and your employees are leaving, one employee follows, stalks, and makes sexually suggestive comments to another employee. The next day, a complaint is made to your human resources officer. What should you do? Can you – should you - enforce your workplace policies during off-duty hours? Where do you draw the line between workplace violations and employee rights? Get a clear picture of your credit union’s disciplinary responsibilities from human resources attorney Robert Wenzel in this hot-topic webinar, as he discusses:

A | Say it With Backbone, Not Bite: Assertiveness Skills for Success

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Successful professionals know that assertive communication is the key to productive relationships, teamwork, and results. This interactive and application-rich program helps today’s professionals understand what assertiveness is and what it is not.

A | Tax Reform and Its Potential Impact on Member Behaviors

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Dr. Robert Eyler provides economic insight to the new tax reform act passed late in 2017 and its potential effects on credit unions due to effects on members.  Personal taxes, corporate taxes, real estate, both homes and commercial, have all been affected in different ways by changes in the tax code.  Also, not all changes take effect right away, and there is a sunset date in place. 

A | Tax Reform and Sales Tax Nexus: Implications for Credit Unions

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The scope and scale of the 2017 Tax Act is so great that the IRS continues issuing new guidance for taxpayers in virtually every industry, including tax-exempt organizations. This session will discuss the potential impact of the law on credit unions and will also address the so-called “Tax Case of the Millenium,” South Dakota v. Wayfair.

A | The Art of e-Business Etiquette

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Good business manners count, even (or maybe especially!) in electronic communication. From social media do’s and don’ts to business-appropriate e-mails, let Sharon Weber show you how to present yourself professionally using today’s electronic tools.

A | The Board Calibration Process: Alignment is Not Just for Tires

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Credit union boards spend plenty of time in discussion and debate. It’s familiar territory. But what if the board could go through a regular alignment process that would reduce friction, increase performance and create a more efficient group? Through the calibration process, boards can quickly and easily map out where members are in relation to each other on critical issues of governance and oversight, then have calculated conversations make sure that everyone has the same vision and direction for the organization.

A | The Board's Responsibility in Cyber Risk

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The Board of Directors play a pivotal role in the safety and soundness of the institution and the increase in sophisticated cyber-attacks. Attendees leave this session with actionable items, valuable resources, and key questions to ask to help measure cybersecurity success.

A | The Five Most Important Roles of the Credit Union Director

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Most of us are familiar with the standard roles a credit union director must play, and regulators pay particular attention to the financial literacy and fiscal responsibilities attached to this critical volunteer role. While those functions are important, focusing solely on those duties is a disservice.

A | The Little Guy's Advantage: How Can Small Credit Unions Thrive?

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For years, observers have predicted the imminent and inevitable demise of small credit unions. And frankly, they weren’t wrong. The total number of active credit unions has declined more than 50% from its peak and the majority of credit unions that have merged or closed their doors had assets less than $15 million. It’s not all bad news, we promise. Research shows a significant number of small credit unions are not only surviving, they’re thriving.

A | The Path to Presenter

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Fear of public speaking is right up there with fear of heights and fear of snakes. But we all have to do it some of the time.

A | The Sales Coach

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Sally was just informed that the bank where she has worked for a number of years is instituting a new sales culture. Like many of her colleagues, Sally is worried about the change. She took pride in providing high quality service to her customers. She always considered sales to be about pushing products and forcing customers to buy something they really don't want or need. That's when Sally met Dave, a sales coach, who helped her discover how sales and service are actually one and the same. By learning Dave's 10 rules for sales, Sally discovered an interesting fact about herself - she has been selling for years. Whether you work in a credit union or a boutique, sales is part of most every person's job.

A | The Seven Habits of Highly Effective Supervisory Committees

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Supervisory Committee effectiveness is based on how well committee members use their capabilities to achieve desired risk management results for the institution. To get those results, committee members should hone seven key habits that help them perform their duties with ease and confidence.

A | The Ten Essential Elements for Crafting & Managing an Effective Director Training Program

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To lead your credit union properly, your Board of Directors must understand the organization’s operations, goals, and regulatory obligations. A carefully crafted director training program can be the key to that knowledge. Join nationally-recognized speaker, writer, and communications professional, Diane Reed as she discusses these ten essential elements your director training program should include:

A | The Top Ten Questions Board Members Need to Ask NOW!

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While the majority of credit union board members have years of experience and knowhow, today’s regulatory environment is causing many to revisit how they operate as board members. With every decision, there's the risk of overlooking the obvious or causing dissension. Sometimes board members simply “rubber stamp” management’s plans, policies, and reports to avoid this. This webinar will address the ten questions board members should be asking and offer insight on avoiding common pitfalls in board management. What's important now?

A | Three Must Have Skills to Move from Asleep at the Wheel to Awake & Action

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Many credit unions today have gone numb doing the same things with the same people year over year. As a result you experience diminishing participation, retreating members, shrinking sponsor dollars, and in many cases a reduction in the ability to meet your vision/mission.

A | Tips for Terrific Talking, Part 1: Crafting POWER-full Presentations

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Many of us harbor a fear of “public speaking” that ranks right up there with insects, heights, and IRS audits. We’d do anything to avoid getting in front of a group and talking. After all, “public speaking” is best left to teachers, politicians, and famous folks, right? Not really. We’re all “public speakers” to large and small audiences every day – to members, potential members, other employees, even loved ones. How we present our message and ourselves goes a long way in determining the quality of our relationships and the extent to which we achieve our goals.

A | Tips for Terrific Talking, Part 2: Delivering POWER-full Presentations

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Many of us harbor a fear of “public speaking” that ranks right up there with insects, heights, and IRS audits. We’d do anything to avoid getting in front of a group and talking. After all, “public speaking” is best left to teachers, politicians, and famous folks, right? Not really. We’re all “public speakers” to large and small audiences every day – to members, potential members, other employees, even loved ones. How we present our message and ourselves goes a long way in determining the quality of our relationships and the extent to which we achieve our goals.

A | Tomorrow's Leaders Were Hired Yesterday

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Is your organization committed to promote from within, but find most new managers are hired from the outside? Do young, employees with potential leave the organization due to lack of opportunities? Companies spend thousands of dollars to recruit and train new managers, while the individuals who will lead your organization in the future were working there all the time.

A | Top 10 Things to Impact Your Credit Union Lending Culture

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This interactive session will deliver techniques to improve your lending culture and improve employee engagement. In today’s competitive lending environment, most credit unions focus on how to get more loans in the door rather than look at the internal processes and the loan opportunities we are missing today in our credit unions. You’ll learn how to combine these techniques with proper implementation and execution to make all the difference in your lending and create a winning lending program.

A | Transformational Leadership: Going from Manager to Leader/Mentor

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"Everything  rises and falls on leadership," writes author John Maxwell. The challenge for many  credit unions, however, is that too many supervisors are managers and not  leaders. Whether it is a teller supervisor, branch manager, vice president or  even "chief," all organizations need not just managers but leaders/mentors.

As a  credit union executive, Mark Arnold gives practical ideas on how to transform  business managers into leaders/mentors. This session offers the following:

A | Turn Up the Volume on Members' Voices

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Service failures are not fun, but they are instructive. While it’s still important to track factors like member satisfaction and Net Promoter Score, the need for truly understanding the experiences your members go through, in their own words, is imperative.

A | Understanding Successful Credit Union Business Models

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As credit unions have evolved, peer  comparisons become more and more irrelevant. Why? Because credit union  evolution is leading to the development of many credit union business models.  What is a business model?

A | Unlocking Your Team's Potential to Achieve Results

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Using the principles used to grow a mortgage division from $30 million to over $140mm in four years, Dan Newberry, VP of Mortgage Operations at TTCU – The Credit Union in Tulsa, Oklahoma, will discuss how to turn an organization around and become profitable.

A | What Your Board Packet is Really Telling You

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Board reports help directors assess their credit union’s condition and determine if the level of risk taken conforms to the board’s policies and risk appetite. To see the true picture, directors must ask the right questions and be able to look at the trend and level of individual measures, and the inter relationships among capital, asset quality, earnings, liquidity, market risk, and balance sheet growth. In this session, Ancin Cooley will help you understand what the board report data really means and the questions you should be asking, as he discusses:

A | Who is the Member of the Future?

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The member of the future: the notion conjures images of self-driving cars and biometric banking. While tomorrow’s member will indeed use different tools, this person will possess their own unique sets of challenges and demands on the retail financial services environment.

A | Why CUSOs Should Be Part of Your Credit Union's Future

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How do credit unions compete against the technical and innovative powers of the emerging FinTech competitors?  How do credit unions lower their operating costs while obtaining higher levels of expertise?  How do credit unions generate more loans and more fee income from expanded financial services? 

A | With a Little Help From My Friends: Collaboration in the Credit Union Space

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Credit unions across the country are participating in unique collaboration partnerships that break the traditional mold of giving the side eye to your competitors. In fact, the industry is getting more comfortable with treating fellow credit unions as allies, not competition. They’re coming together to create unique partnership opportunities that increase market share, reduce expenses, improve overall service and bump up member satisfaction.

 

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