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Successful Leadership in a Disruptive World

Wednesday, June 30, 2021 - 1:00 - 2:00 pm CT   

Presenter: John Mattone - Former executive coach to Steve Jobs and best-selling author on leadership

How can leaders reach their full potential and be more effective, strategic, operationally focused and balanced? Mattone will deliver insights for unlocking deeper leadership and life potential, as well as for unleashing greatness in yourself, your teams and your credit union.

This is an extraordinary opportunity to further your leadership skills and strengthen organizational capability with meaningful insights from the foremost authority on intelligent leadership and top executive coaches in the world.  

The first 75 CEOs to register will receive a copy of Mattone’s latest book: The Intelligent Leader (#1 Best New Management Book of 2019; #49 Best Leadership Book of All Time)

Workforce at a Crossroads: Current Considerations & Future Strategies

Wednesday, July 21, 2021 - 1:00 - 2:00 pm CT   


  • Sean Sullivan - Chief HR Officer, Society of Human Resource Management (SHRM)
  • Ben Seesel - VP, Advisory, Financial Services Practice, Gartner
  • Linda Nedelcoff - EVP, Chief Strategy & HR Officer, CUNA Mutual Group

Three thought leaders come together to tackle current and future workforce challenges facing credit unions, including:

  • Return to office considerations/remote expectations 
  • Effect on recruiting and retention
  • Impact on culture
  • Evolving needs and implications for business strategy

Enhancing Member Experience & Increasing Loyalty

Wednesday, August 18, 2021 - 1:00 - 2:00 pm CT   

Presenter:  Joseph Michelli -  Internationally sought-after organizational consultant and Wall Street Journal and New York Times #1 bestselling author

As we emerge from the pandemic, what does our “new normal” look like when it comes to member experience? Michelli will examine:

  • How credit unions can deliver a more engaging experience to all stakeholders
  • Immediate impact tools that drive loyalty and member satisfaction
  • How leveraging technology tools with higher human service levels provide a winning experience for employees, members and vendors 

The first 75 CEOs to register will receive a copy of Michelli’s book: Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges

Outside & Inside -- Economic Outlook: 2022 (and Beyond)

Wednesday, September 15, 2021 - 1:00 - 2:00 pm CT

Dana Peterson – Chief Economist & Center Leader of Economy, Strategy & Finance, The Conference Board
Mike Schenk – Deputy Chief Advocacy Officer & Chief Economist, CUNA

We’re several months into the Biden administration, the economy has improved and COVID uncertainty continues to linger.  What’s the economic outlook as you develop budgets, review operations and update strategic plans? What are the prospects for the economy and expectations for credit unions as you prepare for 2022 and beyond? Two exceptional economists will present their expert insights on the big picture as well as the impact on credit union operations.

Unprecedented Change & Being Future Ready

Wednesday, October 20, 2021 - 1:00 - 2:00 pm CT   


How future-ready is your credit union? Are you anticipating the next normal? 

Does your organizational structure and strategy address the rapid changes and the new challenges facing financial services? 

How do you lead your credit union to build an exceptional, flourishing organization in this new environment? 

McKinsey & Company is recognized as a world class research and management consulting firm that partners with organizations to help them focus on strategic change. Two of their thought leader experts will provide brilliant insights and a vision for leading change and being future ready.

They will address:

  • Keys to being a future ready organization
  • A bold focus to reexamine / redefine your organization’s identity; how it operates; how it grows
  • Leading differently to build a distinctive organization
  • Achieving unprecedented performance with new levels of speed, satisfaction and sustainability