All times listed in local time. Times and sessions subject to change.
Thank you to our Signature Sponsor Balanced Comp.
8:00 a.m. – 12:00 p.m. - Pre-Conference Workshop: Effectively Using Data to Drive Transformational Change (separate fee required)
Speaker: Ryan Brogan, Senior Director, Cornerstone Advisors
This workshop will focus on leveraging activity-based benchmarking to improve performance, achieve strategic alignment, and support talent strategies. We will provide a primer and best practices for utilizing benchmarks and leaders from North Carolina-based State Employees Credit Union will share first-hand experiences and lessons learned. This will be an interactive session and participants will leave equipped with actionable insights, use cases and strategies to effectively utilize benchmarks with their organizations.
2:30 – 4:00 p.m. - HROD Exchanges
HR Exchange
Speakers
Silvia Dimma, Chief Human Resources Officer, Michigan State University FCU
Lecia Roundtree, SVP Chief People Officer, Stanford Federal Credit Union
As a Human Resource professional in a credit union, you understand the value of collaborating with other HR professionals in the industry. The HR Exchange offers you the perfect opportunity to engage in insightful discussions, exchange ideas, and share best practices.
This session is designed to provide you with a more intimate setting to connect with your peers, allowing for a personalized networking experience. Through this exchange, you can build meaningful relationships with other Credit Union HR professionals, gain valuable knowledge, and enhance your skills in a supportive environment.
Don't miss out on this valuable opportunity to expand your HR knowledge and connect with fellow professionals in your industry.
OD Exchange
Open to Credit Union attendees only.
Speakers
Lisa Baron, EVP/CHRO, BCU
Jan Johnson, Culture and Talent Strategist, Royal Credit Union (retired)
As an Organizational Development professional in a credit union, you recognize the importance of continuous learning and collaboration with industry peers. The OD Exchange provides an ideal platform for engaging in insightful discussions, exchanging ideas, and sharing best practices with other OD professionals.
This session is designed to offer an intimate networking experience where you can establish meaningful connections with your peers. By participating in this exchange, you can gain valuable knowledge, enhance your skills, and contribute to the growth and development of your organization.
Don't miss this opportunity to expand your understanding of organizational development practices and connect with fellow professionals and take the first step in building a supportive network that can drive change and innovation within your credit union.
4:15 – 4:45 - First-Time Attendee Orientation
5:00 – 6:15 p.m. - Opening General Session: Curiosity: The Ultimate Competitive Advantage
Speaker: Diana Kander - Innovation Consultant, Entrepreneur, New York Times Best-Selling Author, and keynote speaker for Fortune 1000 companies
New York Times bestselling author, Diana Kander, is going to shift our perspective on how we think about curiosity and offer a simple methodology to level up the questions we ask ourselves on a daily basis to uncover blindspots, find better solutions to problems, and identify those initiatives that are holding us back.
6:15 – 7:30 p.m. - Welcome Reception
7:30 – 8:15 a.m. - Breakfast
8:15 – 9:30 a.m. - General Session: Boss to Coach
Speaker: Vibhas Ratanjee, Senior Practice Expert, Speaker, Author, Gallup
Ideation | Strategic | Maximizer | Adaptability | Significance
One manager can make or break a team. A group of managers can make or break an organization. The stakes are truly that high. Today's employees demand opportunities to learn and grow, job clarity, accountability, and ongoing feedback. Employees don't want a boss; they want a coach. Participants will get an immersive, informative glimpse into the Boss to Coach Journey in this session. This includes learning about and understanding the shifts in the workplace, discovering the importance of manager development, and reviewing Gallup's latest research and discoveries on the most effective management strategies.
9:30 – 9:45 a.m. - Pass Time
9:45 – 10:45 a.m. - Concurrent Breakouts
Boss to Coach Facilitated Discussion Group #1
Speakers
Andrea McCullough, Human Resources Generalist, Heritage South Community Credit Union
Spencer Park, VP Chief People & Administrative Officer, Deseret First CU
In this session, you will have the opportunity to engage in conversations with your credit union peers and share your experiences and insights. Our discussion will revolve around the Boss to Coach Journey and its impact on the workplace.
As a result of attending the Boss to Coach session, you learned about the importance of manager development, the shift in workplace dynamics, and the latest management strategies. In these facilitated discussions, you will have the opportunity to further explore these concepts and share your thoughts on how they apply to your organization.
Our discussions will be centered around four key themes: the importance of coaching, the role of feedback in coaching, the impact of coaching on employee development, and strategies for successful coaching. We encourage you to share your experiences, ask questions, and participate actively in these discussions.
Boss to Coach Facilitated Discussion Group #2
Speakers
Ellen Davis, VP Human Resources, Gerber Federal Credit Union
Silvia Dimma, Chief Human Resources Officer, Michigan State University FCU
In this session, you will have the opportunity to engage in conversations with your credit union peers and share your experiences and insights. Our discussion will revolve around the Boss to Coach Journey and its impact on the workplace.
As a result of attending the Boss to Coach session, you learned about the importance of manager development, the shift in workplace dynamics, and the latest management strategies. In these facilitated discussions, you will have the opportunity to further explore these concepts and share your thoughts on how they apply to your organization.
Our discussions will be centered around four key themes: the importance of coaching, the role of feedback in coaching, the impact of coaching on employee development, and strategies for successful coaching. We encourage you to share your experiences, ask questions, and participate actively in these discussions.
Boss to Coach Facilitated Discussion Group #3
Speakers
Lauren DeAngelis, Chief Learning Officer, Carolinas Credit Union League
Debbie Wayland, VP of Organizational Development and Human Resources, OUCU Financial Credit Union
In this session, you will have the opportunity to engage in conversations with your credit union peers and share your experiences and insights. Our discussion will revolve around the Boss to Coach Journey and its impact on the workplace.
As a result of attending the Boss to Coach session, you learned about the importance of manager development, the shift in workplace dynamics, and the latest management strategies. In these facilitated discussions, you will have the opportunity to further explore these concepts and share your thoughts on how they apply to your organization.
Our discussions will be centered around four key themes: the importance of coaching, the role of feedback in coaching, the impact of coaching on employee development, and strategies for successful coaching. We encourage you to share your experiences, ask questions, and participate actively in these discussions.
Boss to Coach Facilitated Discussion Group #4
Speakers
Jasiel Legon, SVP, Chief Talent Officer, GTE Financial
Lecia Roundtree, SVP, Chief People Officer, Stanford Federal Credit Union
In this session, you will have the opportunity to engage in conversations with your credit union peers and share your experiences and insights. Our discussion will revolve around the Boss to Coach Journey and its impact on the workplace.
As a result of attending the Boss to Coach session, you learned about the importance of manager development, the shift in workplace dynamics, and the latest management strategies. In these facilitated discussions, you will have the opportunity to further explore these concepts and share your thoughts on how they apply to your organization.
Our discussions will be centered around four key themes: the importance of coaching, the role of feedback in coaching, the impact of coaching on employee development, and strategies for successful coaching. We encourage you to share your experiences, ask questions, and participate actively in these discussions.
10:45 – 11:15 a.m. - Networking Break
11:15 a.m. – 12:15 p.m. Concurrent Breakouts
How to Hire the Next CEO or Be Hired as the Next CEO
Speaker: Tim Strandquist, Executive Benefit Consultant, OM Financial Group
In our work with credit union boards and CEOs, we find too many organizations fail to take the right steps to prepare candidates for the top job of CEO. On the other side, too few candidates have taken a closer look at and developed the full range of skills for what it takes to succeed as the organization’s leader. During this session, Tim Strandquist, Executive Benefit Consultant and former recruiter for 2 of the largest credit union executive search firms, will help prepare credit unions to hire their next CEO and help future candidates get hired as the next CEO. In addition, Tim will discuss how the CEO interview process works and what the board and CEO candidate should look for when developing a strategic plan for the interview.
HR Practitioner's Guide to Resilient Leadership
Speakers
Sarena Cook, Learning & Development Manager, OCCU
Kirsten Simmons, SVP People Development, OCCU
We all aspire to be companionate and connected HR leaders. So, what do we do when the challenges of our work begin to take a toll on work satisfaction, empathy and engagement? Resilience is a skill we can nurture and strengthen, providing us support through the magnitude of challenges we are facing. Our ability to bounce back from setbacks is a key differentiator in our success as HR practitioners. This session will provide practical tools and intentional practices to help build your personal resilience.
Why Developing Talent Across All Levels Must be a Strategic Priority (Repeats)
Speaker: Deedee Myers, CEO, Ph.D., MSC, PCC, DDJ Myers, An ALM First Company
The greatest fear of many industry executives is the lack of strength at the mid-level management level. In this session, Deedee Myers, Ph.D., will explore why this is an issue and share what we can do to change the paradigm. She’ll discuss what research is telling us about connection and engagement across the organization, how equipped today’s leaders are to stimulate and execute compelling learning and development plans, and what generations are telling us about how and where they want to work and what that means to organizational sustainability.
Attendees will learn:
Closing the Talent Gap. Are You Being Nice or Kind?
Speaker: Michell Azbell, Vice President – HR Business Consulting, TDECU
Member service expectations and technology are moving at warp speeds. Many Credit Union leaders find their organizations staffed with tenured and loved employees who are falling behind in their ability to perform in the roles in which they previously excelled. This session will explore how to apply kindness - rather than niceness - combined with tried and true Human Resource and Organizational Development tools to identify and address these situations.
12:15 – 1:30 p.m. - Awards/Membership Luncheon
1:30 – 2:30 p.m. - Concurrent Breakouts
Benefits of Automation in Human Resources to Support Credit Union Mission (Repeats)
Rhonda Hazlewood, Director of Human Resources, Appalachian Community Federal Credit Union
This session will cover the benefits of an HRIS implementation to onboard, benefits enrollment, annual open enrollment, employee self-service, payroll processing, performance management, talent management, etc. Major benefit areas will be to reduce administrative effort, reduce human error, assign team members with ownership of self (benefits, etc.). Cost of different platforms vs. administrative costs and possible errors.
State of the American Workplace (Repeats)
Speaker: Vibhas Ratanjee, Senior Practice Expert, Speaker, Author, Gallup
Ideation | Strategic | Maximizer | Adaptability | Significance
The workplace is ever-changing. Leaders must understand that the old ways of running a workplace aren't yielding the same results. Leaders must gain scientific insight into employees' evolving wants and needs and learn how to build an exceptional workplace. In this session, participants will get an immersive, informative glimpse into the State of the American Workplace. This includes learning how to approach performance management in ways that motivate employees, enable people to work successfully from different locations, and review Gallup's research and discoveries.
Why Developing Talent Across All Levels Must be a Strategic Priority
Speaker: Deedee Myers, CEO, Ph.D., MSC, PCC, DDJ Myers, An ALM First Company
The greatest fear of many industry executives is the lack of strength at the mid-level management level. In this session, Deedee Myers, Ph.D., will explore why this is an issue and share what we can do to change the paradigm. She’ll discuss what research is telling us about connection and engagement across the organization, how equipped today’s leaders are to stimulate and execute compelling learning and development plans, and what generations are telling us about how and where they want to work and what that means to organizational sustainability.
Attendees will learn:
People Helping People through Internal Communications (Repeats)
We know that as organizations grow and mature, how they communicate with their employees must evolve too. During this session, we’ll share our journey from standing up the internal communications function, navigating the pandemic, and preparing the organization to move toward the future.
Learn about:
2:30 – 3:00 p.m. - Networking Break
3:00 – 4:00 p.m. Concurrent Breakouts
Benefits of Automation in Human Resources to Support Credit Union Mission
Speaker: Rhonda Hazlewood, Director of Human Resources, Appalachian Community Federal Credit Union
This session will cover the benefits of an HRIS implementation to onboard, benefits enrollment, annual open enrollment, employee self-service, payroll processing, performance management, talent management, etc. Major benefit areas will be to reduce administrative effort, reduce human error, assign team members with ownership of self (benefits, etc.). Cost of different platforms vs. administrative costs and possible errors.
State of the American Workplace
Speaker: Vibhas Ratanjee, Senior Practice Expert, Speaker, Author, Gallup
Ideation | Strategic | Maximizer | Adaptability | Significance
The workplace is ever-changing. Leaders must understand that the old ways of running a workplace aren't yielding the same results. Leaders must gain scientific insight into employees' evolving wants and needs and learn how to build an exceptional workplace. In this session, participants will get an immersive, informative glimpse into the State of the American Workplace. This includes learning how to approach performance management in ways that motivate employees, enable people to work successfully from different locations, and review Gallup's research and discoveries.
How Coaching Models Offer Team Members the Performance Feedback Needed
Speaker: Kris Hackbarth-Horn, Chief People Officer, Fox Communities Credit Union
People want to work at a place where they feel connected, valued, and respected. As leaders, we need to provide a fulfilling experience, and we can do that by providing daily performance coaching and coaching for development. This means caring enough about the people with whom we work to communicate in a timely and respectful way when we see them living within or outside our values. It means we give of our time to hear the dreams, aspirations, and goals of our team members and support them to own their path to get there. It is our responsibility to find out the unique needs of each of our team members and help support what matters to them. By transitioning from annual performance reviews to coaching, we provide a critical experience on our team member’s career journey, providing the opportunity to learn, grow, and contribute in a meaningful way.
People Helping People through Internal Communications
We know that as organizations grow and mature, how they communicate with their employees must evolve too. During this session, we’ll share our journey from standing up the internal communications function, navigating the pandemic, and preparing the organization to move toward the future.
Learn about:
4:30 – 5:45 p.m. - Networking Break
7:30 – 8:15 a.m. - Breakfast
8:15 – 9:45 a.m. - General Session: On the Brink?
Speaker: Mike Schenk, Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist, Credit Union National Association
Federal Reserve policies have put the economy on the brink of recession. Politics and the divisive political climate have assumed increasing importance. Demographic shifts – with potentially large impacts - have accelerated. De-globalization and military conflict dominate the international scene. Uncertainty, complexity and volatility seem here to stay. Against this backdrop, the credit union operating environment will become more challenging. Loan growth will fall. Asset quality will almost certainly decline. Earnings pressures will mount. Mike will explore these and related themes and will discuss implications for credit unions seeking to attract, retain and develop top-notch talent.
9:45 – 10:15 a.m. - Networking Break
10:15 a.m. – 12:15 p.m. - Concurrent Breakouts
Deep Dive Sessions: Strategic Issues Forum
Details coming soon!
Deep Dive Session: Advancing C-Suite Readiness – Best Practices for HR Leaders
Speakers
Brian McHenry, Executive Vice President/Principal, c. myers corporation
Charlene Leland, Vice President, c. myers corporation
Many HR leaders are asking - How can we help our organization be more deliberate in identifying and developing executives for the C-Suite role? While each organization is unique, there are high-impact components that should not be missed. This session will address critical components and questions that must be considered to develop and determine C-Suite readiness. Participants will see tools and processes that they can immediately put into action at their organizations.
Deep Dive Session: Creating an Equitable Workplace
Speaker: Thalia Anguiano, Credit Union DEI Advisor, CUNA Mutual Group
Helping you and your credit union launch or enhance your DEI strategy can create a meaningful impact for your employees, members, and community. In this session, we’ll explore how CUNA Mutual Group developed a holistic DEI journey by reimagining the employee experience through the creation of employee personas, journey mapping, benefits modernization, and executive training. You will also learn how to successfully establish Employee Resource Groups that serve as an important resource to promote inclusion, belonging and drive positive business results.
Deep Dive Session: A Deeper Dive into the Strategies that will Attract, Engage and Retain Top Talent
Speaker: Trish Kordas, Chief Culture Officer, Tucson Federal Credit Union
Participants will learn the Do’s and Don’ts of uncovering engagement levels within their team and the impact it has on the credit union. They’ll review strategies to attract, engage and retain top talent while considering the organization’s culture and budget allocation. Participants will discuss the importance of creating a Total Reward Strategy, Growth and Development Program and Social Branding Initiative that fits their resource level, hybrid work environment and value structure. We will define and begin using Business Intelligence data to assess a program’s effectiveness. We will discuss celebrating employee passion points to grow their engagement and bolster your community recruiting brand. Additionally, participants will learn the essential components of building the business case advocating for resources to offer programs, supporting systems and strategies that improve engagement and retention.
12:15 – 1:30 p.m. - Networking Lunch
1:30 – 2:30 p.m. - Concurrent Breakouts
DEI - Launching Your Strategy (Repeats)
Speakers
Cheryl Kubas, Chief People Officer, CCU
Lecia Roundtree, Chief People Officer, Stanford Credit Union
Every one of us may be at different stages in our DEI journey.
Join us as we discuss different ways to introduce a DEI program to your credit union or enhance the experience you may already have in place. This is a session to learn and adapt regardless of your current experience with DEI.
We welcome you to hear what has worked for our credit unions and discuss lessons learned.
Elevate Your Organization’s Internal Brand Using Purpose-Driven Communication
Speakers
Charlene Leland, Vice President, c. myers corporation
Brian McHenry, Executive Vice President/Principal, c. myers corporation
While Marketing takes charge of communicating the organization’s brand to the outside world, HR professionals take on the challenge of communicating internally. These internal communications deserve high-level attention because if communication is not on-point, relevant, timely, and clear, leaders run the risk of losing their internal audience – which can cause a significant drag on strategic progress. During this session, we will talk through proven strategies and approaches for communication that can be consistent and tailored to your audience.
Engagement Initiatives: Getting from "Have To" to "Want To" for Top-Performing Teams
Speaker: Philippe Asselin, Chief Consultant, BalancedComp
Employee engagement is a key factor in the success of any business, and companies must invest in initiatives that foster employee engagement. Engagement initiatives are a good way to encourage your employees to remain productive and keep them motivated. With so many employee engagement initiatives available, it can be difficult to determine which ones will be successful, and which will not. In this presentation, we will look at the types of employee engagement initiatives and what works, as well as what can go wrong when it comes to incentivizing employees.
Obtain and Sustain an Employer of Choice Environment
Speaker: Heather DeNamur, Organizational Recruiting and Relations Manager, Royal Credit Union
This session will detail the actions HR and OD professionals can take to their current culture in your internal and employment brand recognition externally to ensure you are able to cultivate an environment that sets you apart as an employer of choice in the markets you serve. Some examples of this are employee engagement surveys, exit interviews, market analysis, collaborating effectively with your marketing department and more. The second part of the presentation will cover the ongoing effort of measuring progress in each identified area. This will include key performance indicators and metrics that organizations can monitor to assess the effectiveness of their employer brand externally and their culture internally. The final stage will cover activities to sustain an employer of choice environment.
2:30 – 3:00 p.m. - Networking Break
3:00 – 4:00 p.m. - Concurrent Breakouts
DEI - Launching Your Strategy
Speakers
Cheryl Kubas, Chief People Officer, CCU
Lecia Roundtree, Chief People Officer, Stanford Credit Union
Every one of us may be at different stages in our DEI journey.
Join us as we discuss different ways to introduce a DEI program to your credit union or enhance the experience you may already have in place. This is a session to learn and adapt regardless of your current experience with DEI.
We welcome you to hear what has worked for our credit unions and discuss lessons learned.
WHAT THE FOCUS (WTF)? Finding Balance Between Work and Home
Speaker: Alf Rhea, President, Business Innovations
This is an interactive session to allow space for participants to:
1) Improve their self-talk (yes, we all have an inner critic).
2) Take an inventory of the 6 primary life areas and gain balance via prioritizing your time.
3) Develop one achievable life focus point to achieve over the next 90 days.
Group interaction topics combined with guided time for vulnerable self-reflection will provide a foundation for setting healthy life priorities. Each person will be encouraged to develop a simple action plan to take with them.
Innovative Total Reward Strategies to Attract, Retain and Engage the Workforce of the Future
Speaker: Mike Patrick, Senior Director, Willis Towers Watson (WTW)
This session will explore the following topics:
Moving Away From Traditional Performance Reviews (panel)
Moderator: Jan Johnson, Culture and Talent Strategist, Royal Credit Union (retired)
Panelists
Lisa Baron, EVP/CHRO, BCU
Mark Millwood, VP/Chief Human Resources Officer, Eastman Credit Union
Spencer Park, Chief People & Administrative Officer, Deseret First Credit Union
How many times have we heard employees and managers complain about the traditional performance review process? In a world that is ever-changing, how often have we looked at our performance review process and made the necessary changes so that our employees can thrive. Come join some of your credit union peers during this panel discussion to talk about different approaches to the performance review process. During this session, we will give some practical tips that you can take back to your credit union to take your performance reviews to the next level.
5:30 – 7:30 p.m. - Social Event
Details coming soon!
7:30 – 8:15 a.m. - Breakfast
8:15 – 9:30 a.m. - Closing General Session
Details coming soon!
