1st Annual CUNA HR & Organizational Development Council Forum

October 17 – 18, 2018

The Westin New Orleans Canal Place | New Orleans, LA

The HR & Organizational Development Council Forum will bring credit union senior HR and Organizational Development executives together to discuss challenges and opportunities facing our industry today. Find out what other credit union leaders are talking about in an open forum environment driven from attendee input. The Forum provides an excellent opportunity to network with industry peers.

Forum Rates:  CUNA Members - FREE  /  Non-CUNA Members - $1,195

Register Now

HRCI Credits
The CUNA HR & Organizational Development Council is proud to offer HRCI Credits for the Forum. This session is eligible for 4 HRCI Credits.



Downloadable Agenda

Forum Facilitators: Lisa Baron and Cindy Swigert

Day One:

Wednesday, October 17, 2018

5:30-7:00 pm
River Bend Terrace
Networking Reception

Meet all of your fellow HR & Organizational Development peers

Day Two:

Thursday, October 18, 2018

8:00-8:30 am
Terrace Room
(Level 12)

Networking Breakfast
8:30-8:45 am
Terrace Room
(Level 12)

Welcoming and Introduction

Lisa Baron, HR & Organizational Development Council Chair
8:45-9:45 am Future Workforce Strategies

Elry Armaza [bio], Impact Director & Analyst, Filene Research Institute

Consider the trends and factors impacting the way work is accomplished in the future. The rapid technological advances, FinTech initiatives, as well as significant demographic changes, the automation of labor and new models of work (telecommuting and freelance workers) are all at play continuously transforming the workplace.

As HR and Organizational Development leaders look ahead to prepare for the future workforce, this session will bring the best of Filene's research on the topic addressing some of the factors and dynamics that need to be considered from a strategic perspective. Participants will leave this session with a better understanding of these trends to later engage in dynamic discussions and discovery among Forum participants.

9:45-10:15 am Peer Discussion
10:15-10:30 am Networking Break
10:30 am-Noon

HR & Organizational Development Round Table Discussions
  • Leadership Training
  • Benefits in 2019 – What CUs are offering to their employees
  • Workforce Management
  • Succession Planning Best Practices
  • Human vs artificial intelligence – where are CUs heading
Noon-1:00 pm Networking Lunch
1:00-2:00 pm
Innovation Immersions Session

Elry Armaza [bio], Impact Director & Analyst, Filene Research Institute

Leveraging the information participants gathered throughout the Forum, this workshop style session is conducive to utilize the learnings as an input to transform them into actionable lessons to apply back at your credit union.

We’ll share the processes involved in developing the innovation competency, share specific innovation success stories and provide you with an action-oriented way to get started in your organization today. One of the ideas or concepts from this session just might be the glue that binds you and your workforce together for the future.

2:00-2:15 pm Networking Break
2:15-3:15 pm What Keeps You Up at Night?

Do you have sleepless nights? Come prepared to share with the group the issues you have at your credit union that keeps you awake at night.

3:15-3:30 pm Thank You and Parting Words
Conclusion and Attendee Requests for Follow-Up

Lisa Baron, HR & Organizational Development Council Chair

The unique collaboration of the credit union industry allows this to be a great opportunity to learn ways to take your organization to the next level and develop yourself professionally. The best take away will be the contacts you have made and network you have extended. Contact information of attendees will be provided to encourage future networking.

Elry Armaza, Impact Director & Analyst, Filene Research Institute

John AinsworthElry Armaza is passionate about finding proactive solutions in a financial industry riddled with disruption. As Impact Director & Analyst, he brings the best of Filene’s research and innovation into action. Elry has a gift for listening attentively to others’ needs and leveraging what he learns to help people see things in a whole new way.

With more than 12 years of management experience in the financial services industry, Elry has led frontline teams in a host of settings including a regional bank, a large credit union and a check cashing operation. Elry earned his Industrial Engineering degree at Universidad Catolica Bolivana, and an MBA in Project Management at the University of Wisconsin-Whitewater. When not helping implement change at credit unions, Elry can be found learning something new, enjoying a run, playing with his energetic children.