2017 CUNA CEO Council Conference

CU CEO 2 CU CEO: A National Conference for Credit Union CEOs


Download Agenda
6:00 – 7:30 pm

Welcome Reception

Enjoy a sunset ocean-view as you connect with your CEO peers.  An opportunity to connect with friends and make new contacts from around the country.

7:15 – 8:00 am


8:00 – 8:15 am

Welcome – CEO Council Leadership & CA/NV League President

8:15 – 9:15 am

Town Hall Session with Jim Nussle - President & CEO, Credit Union National Association

CEO Leadership; System Leadership; Credit Union Awareness; Today's Critical Topics. An opportunity for open discussion with CUNA’s CEO.

9:15 am – 12:00 pm

Strategy Execution – Achieving Organizational Excellence; CEO Perspectives

Jeffrey Downs - Regional Practice Leader, FranklinCovey, The 4 Disciplines of Execution

Expect implementable take-aways. Items CEOs can act upon. Ways to create value, have an impact.

Strategy without proper execution is not worth the paper it is written on…

Every leader’s #1 challenge: execution -- i.e. successfully and consistently achieving the organization’s key strategic goals, moving beyond “the vision” into the flawless execution of strategy.  The imperative for CEOs is to develop and execute strategy to achieve success.  Sound familiar? We’ll zero in on strategy execution and the keys to growth and success, including:

  • Identifying your credit union’s wildly important goals…
  • Avoid the most common pitfalls in the execution of strategy…
  • Creating a cadence of accountability throughout the organization…
  • A commitment to member-loyalty as a mission critical objective…
  • Setting and achieving extraordinary goals and creating breakthrough results…
  • Gaining competitive advantage in fast paced business markets…
12:00 – 1:00 pm

Networking Lunch

1:15 – 2:00 pm

Successful Teams – Alignment, Shared Goals and Working at the Highest Levels

Rob Monroe – former Navy Seal Officer; Founder and Director Redfin Risk Management

When it comes to excellence in teams, Navy Seals are as elite as it gets.  Monroe will share fascinating insights and valuable principles that Seals as operators use in planning, leading a team and depending on others working for team success.

2:00 – 2:15 pm


2:15 – 3:30 pm

CEO Panel Presentation & Discussion: Different Roads to Success

Panelists: Jeff York – President & CEO, CoastHills Credit Union - Lompoc, CA ($1.05B)
Brandon Michaels – President & CEO, Mazuma CU - Overland Park, KS ($580M)
Stephanie Sievers –  President & CEO, Aneca FCU - Shreveport, LA ($96M)
Facilitator: Randy Harrington, PhD. - Founder and CEO of Strategic Arts and Sciences

Three takes on successful credit union business models. Panel of CEOs will discuss their model, why it works; essential elements; key considerations. This session will include time for group discussion on approaches.

3:45 – 5:00 pm

Great Ideas / Decisions of the Year - Town Hall Format

Wrapping the day on a positive, insightful fashion…What ideas have you implemented, decisions did you make, changes have you enacted during the past year?  CEOs will impart a recent success. Come with one idea to share, leave with dozens of take-aways and opportunities for follow-up conversations.

5:30 – 6:45 pm

Networking Reception

Follow-up on ideas shared earlier in the day enjoy drinks and hors d’oeuvres.

6:45 pm

Dinner on Own

7:00 – 7:45 am


7:45 – 8:00 am

Recap from Day 1

8:00 – 9:00 am


Gian Paul Gonzalez, Public Speaker & Executive Director Hope & Future Youth Center

Motivating teams - personal leadership, the power of commitment and what it means to be All In.


9:00 – 9:45 am

Roundtable Dialogue on All IN Leadership

Facilitated by Randy Harrington

What were the most impactful take-aways?  What are CEOs currently doing to be ALL IN?  How do you achieve this on an ongoing basis?

9:45 – 10:15 am


10:15 – 11:00 am

Envisioning the Future – Evolving, Adapting & Succeeding—A View Beyond Technology

Randy Harrington, PhD. Founder and CEO of Strategic Arts and Sciences

Technology transitions are table stakes. The real challenge is developing an organization that can actively leverage the potential of the digital world—and serve an increasingly elusive and demanding membership base.  Harrington offers clarity and direction in a world where everything is important all the time.

11:00 – 11:45 am

Open Forum Discussion: Confronting Challenges, Dealing w/Change

An open discussion on topics raised by the previous presentation and other issues that CEOs currently confront / challenge CEOs

11:45 – 12:15 pm


1:00 – 2:00pm

CEO Contracts, Compensation, Benefits, Negotiations & Board Relations

Scott Albraccio, Executive Benefits & Retirement, CUNA Mutual Group
Tom Telford, Principal, Area Senior Vice President, BFB Gallagher

What’s is (or could/should be) on the table from when it comes to CEO contracts and board negotiations, executive compensation and benefits. Generally, what are the methods and tools organizations use to handle these activities? How do CEOs effectively engage their board in sometimes difficult conversations and negotiations. We’ll gain insights from some industry experts,  plus spend time in table discussions, reporting back to the whole. Takeaways to put CEOs in a better position to proactively help the board make good decisions. 

2:00 – 2:30 pm

Recap, Closing Thoughts and Adjourn