AGENDA

3:00 PM - 5:30 PM

Summit & Exhibitor Registration

8:00 AM - 5:30 PM

Summit & Exhibitor Registration

8:00 AM - 8:30 AM

Networking Breakfast

8:30 AM - 10:15 AM

Opening General Session
Disney Institute Keynote: Excellence in Leadership 
This is your opportunity to learn from Disney Institute and the business insights behind Disney’s success. In this 90-minute presentation, learn how leadership is more than just a title—it’s about the actions one takes, rather than the position one holds, to create sustained, positive transformations within an organization. You will also learn how great leaders proactively establish values and vision, and operationalize them for the future, as well as how establishing a leadership legacy can create long-lasting, positive impacts on your organization. You will leave inspired and empowered to create a framework of effective leadership practices for years to come.

10:15 AM - 10:30 AM

Break

10:30 AM - 11:30 AM

Leadership Pathway 1

Executive (C-Suite)

Cultivating Culture
CO-OP Financial Services employees have risen to the challenges presented during the pandemic and have exceeded expectations in terms of client service and delivery. And they have also come together to support each other at new levels. Cheryl Middleton Jones, chief people officer, for CO-OP, will discuss leading a transformation of culture, facilitating remote work, digitalization, moving from a reseller to a technology engine, and ensuring a more inclusive work environment for all.

Leading Others

Influence and the Art of Persuasion
Learn to navigate difficult situations in this invigorating and interactive session. Minimize conflict and simplify negotiation, as we explore the tools of positivity and persuasion. In our four-step process of opening up, listening to go deep, unlocking information gates, and using the seven persuasion signals, participants will strategize a plan for their next salary negotiation, vendor conflict, or any interpersonal challenge. Persuasion Works is perfect for anyone seeking to resolve conflicts faster and conduct negotiations more effectively. 

Leading Self

The Secret to Achieve Next Level Performance
When world-class athletes want to improve their performance, they focus on two areas: skillset and mindset. The same is true if you want to achieve next-level performance in your career. During this interactive and thought-provoking session, you will identify the exact skills you need to develop and leverage to successfully position yourself for your next role. You will also identify specific mindsets you’ll need to shift to show up as your best self.

Volunteer Board

After The Handshake: Getting CEO Transition Right
Succession planning doesn’t end when a new CEO is hired or appointed. The CEO transition process is equally, if not more, important to maximizing your new CEO’s chances for success. Designing a plan for CEO transition involves your board, incoming CEO, and, at times, the outgoing CEO. Jeff Rendel, president of Rising Above Enterprises, will take you through a comprehensive checklist for a successful CEO that will address culture, expectations, feedback, relationships, and roles. Transitioning to a new CEO is an exceptional opportunity for a board to continue ensuring the finest leadership for the credit union’s members and professionals.

11:30 AM - 1:00 PM

Lunch on Own - see conference information tab for hotel dining options.

1:00 PM - 2:00 PM

Leadership Pathway  2

Executive (C-Suite)

7 Habits of Inclusive Leaders 
What do inclusive leaders do? What specific actions do they take to demonstrate a commitment to inclusion? 
Inclusive leadership expert Melissa Majors is an innovator and optimizer of inclusion, leadership, and education strategies. In The 7 Habits of Inclusive Leaders, she reveals how great leaders enjoy superior team performance and drive much higher profitability by incorporating inclusive practices. These behaviors fall into seven categories:
Majors delivers clarity on how our brains are to blame for why leaders unintentionally exclude others. Through storytelling, research, and personal experiences, she offers a common-sense yet compelling and actionable approach to inclusion. She argues that people shouldn't feel guilty or defensive when having inclusion-related conversations; the brain is to blame, not people.
This discussion is for all leaders; leaders of self, people, initiatives, and organizations. 

Leading Others

The M.A.G.I.C. of Leadership 
Many managers look around and see leaders getting results—hitting financial metrics and key performance indicators and enjoying happy, high-functioning teams. From the outside looking in, it can appear that these leaders are performing magic. But like all good magic tricks, once you know the secrets behind the performance, you can easily replicate it. Learn the 5 Keys to Unlocking Your Leadership Potential and open yourself to the Magic of Leadership. With this easy-to-implement model, you and your organization can take specific steps to create and maintain a high performing culture. You'll learn: 
•    Why managing yourself is a critical piece of leadership.
•    The difference between management and leadership—and when to use each.
•    Why high morale is directly tied to holding employees accountable, including actionable tips on how to do so in a professional and respectful way.
•    Why inspiration is so important, and how it can drive your team to the next level.

Leading Self

Cultivating Mindful Relationships as a Leader: A Strengths Perspective
Good leadership starts with a strong foundation of ongoing, ever-evolving self-awareness—who we are our core, what motivates us, and how we prefer to communicate. But great leadership is possible when we learn to “see,” celebrate, and further develop the unique talents of others, while flexing our own behavior and communication preferences to connect meaningfully and respectfully. People serve mightily the leaders who see them for the unique creatures they are while inspiring them to grow to their highest potential. Leaders who serve in this capacity are well-rewarded with a profoundly meaningful life and work worthy of their one, precious life. 

Volunteer Board

Diversity, Equity & Inclusion in the Workplace 
The terms diversity, equity, and inclusion are now commonplace, but what exactly do these terms mean and more importantly, how do they factor into our relationships both at work and at home? During this interactive session, we’ll share ideas to develop a better understanding of how our policies and procedures can help or hinder our diversity and inclusion efforts. Attendees will work collaboratively to discover how best to:
•    Reduce prejudice
•    Manage behavior
•    Consider better decision making
•    Develop trust

2:00 PM - 2:30 PM

Refreshment Break

2:30 PM - 4:00 PM

General Session
Disney Institute Keynote: Excellence in Employee Engagement
This is your opportunity to learn from Disney Institute and the business insights behind Disney’s success. In this 90-minute presentation, learn how leaders can be more intentional about creating the organizational culture they desire through the selection, training, communication and care of their people. You will also learn the importance of hiring people who are a right-fit for your organization’s culture, adapting training strategies to ensure employees are confident in their roles, how high-quality internal communication can reinforce desired culture, and how a supportive environment thrives on genuine care. You will leave inspired and ready to unlock the magic inside your organization. 

4:00 PM - 6:00 PM

Expo Solutions Welcome Reception

8:00 AM - 5:30 PM

Summit & Exhibitor Registration

8:00 AM - 8:30 AM

Networking Breakfast

8:30 AM - 10:00 AM

General Session
Disney Institute Keynote: Excellence in Quality Service
This is your opportunity to learn from Disney Institute and the business insights behind Disney’s success. In this 90-minute presentation, learn how excellent service is the result of truly understanding your customer’s expectations and how to put the right service standards in place to exceed them. You will discover how attention to detail can create a consistent, world-class experience, how to be intentional about the design and delivery of service, and the importance of establishing a service-recovery safety net for when service does not go according to plan. You will leave inspired and excited to better differentiate your organization’s service to become a provider of choice.

10:00 AM - 11:00 AM

EXPO Solutions & Refreshment Break

11:00 AM - 12:00 PM

Leadership Pathway 3

Executive (C-Suite)

Position Longterm Leadership Excellence with Internal Mobility
Research shows that a culture of “internal mobility” can help employers develop and retain better leaders who drive growth. This session led by Danielle Scodellaro of CUNA Mutual Group will help your credit union break out of a top-down, pyramid-shaped succession plan, and create a program that engages, retains, and develops your best talent.

Leading Others

The Edge: 3 Ways Managers Can Lead Millennials & Gen Z
More than 50% of employees are actively disengaged at work, according to Gallup. This costs companies on average $7 billion dollars a year. It also translates to employee turnover, poor morale, and average results. In this keynote, internationally recognized speaker, award-winning journalist, and author Antonio Neves sets audiences on the path of increased workplace engagement, personal accountability, and results. Attendees learn the three critical steps to driving personal growth, discovery, and creating a "we" culture of allies. Backed by research and proven results, Neves' talk helps audiences understand how to avoid mediocrity and set themselves up for epic success. Attendees will be empowered with clear action steps that will prepare them to stand out, deliver measurable results, and be associated with greatness.

Leading Self

Communicating with Confidence & Impact
In an age where the spoken word is quickly being replaced by digital conversations, it's crucial to develop strong communication and presentation skills to make your mark. Communicating effectively is one of the most powerful tools any professional can have. The way you speak to someone one-on-one and in front of a group sets the foundation for how people perceive you. Do they take you seriously? Do you command their attention? Or does your vocal inflection or body language turn them off? Learn how to communicate with confidence and impact from Emmy Award-winning journalist, TEDx Speaker and business owner Sharon Delaney McCloud.

Volunteer Board

Busy Bosses: Leadership Lessons for Leaders Who Don’t have time for Leadership Lessons
Want to be an even better leader? Of course! But really, who has time to invest in leadership training? Not the leaders who need it; they’re too busy leading! 
Yet, our organization’s health and success heavily rely on leaders who evolve their skills and become the best leaders possible. See the quandary?
Busy Bosses is a fun, efficient, and, most importantly, an actionable course on the leadership trends needed to excel as a leader in today’s environment.
Some of the trends covered include: 

•    Prioritization
•    Intellectual Humility
•    Overcoming Fear of Conflict
•    Fostering Trust Across Difference
•    Virtual Collaboration
•    Tactical Empathy
•    Empowering Others
•    Inclusion
•    Maintaining Mental Clarity
•    Servant Leadership

During this talk, Melissa Majors, CEO of Melissa Majors Consulting, synthesizes best practices for evolved leadership into a comprehensive course that you actually have time to take! This discussion is relevant for leaders of people and initiatives.

12:00 PM - 1:30 PM

Networking Lunch (ticket required)

1:30 PM - 2:30 PM

Leadership Pathway 4

Executive (C-Suite)

Everything Rises and Falls on Leadership
One of the key challenges leaders face is too much time spent in meetings that really don’t make a difference. In this session, Dennis McIntee will teach you to get the most out of your day and have productive meetings that produce clarity on next steps. He will also guide you to create accountability mechanisms for effective follow-through so you can create real change in your credit union. 

Leading Others

Building Your Executive Presence & Personal Brand
As an established executive, aiming to grow your influence, thought leadership and business acumen requires a growth mindset that leads to transformational breakthroughs. Aligning mindshare with the ability to command a room is the DNA of executive presence. In this high energy, interactive keynote, Sharon teaches the three key elements to build your executive presence and personal brand so you can make an impact in your professional and personal life.

Leading Self

Coaching Skills for Winning Leaders
Say goodbye to “shoulda, woulda, coulda” coaching and learn techniques to effectively coach and practice real-life coaching moments in a safe environment. In this session, you will explore different approaches to coach for opportunities and motivate your team by learning the value of intrinsic motivation.

Discover the difference between difficult conversations to conversations that uncover and solve difficulties. Develop leadership skills that will challenge you to increase your teams’ performance and confront challenges before they become real problems. Identify coaching moments that make a difference and challenge you to think about your legacy in this powerful coaching session led by Rory Rowland. 

Volunteer Board

A Director’s Role in Today’s Changing Environment 
The role of credit union boards has been a continuing point of discussion that grew even more important in 2020 as the pandemic applied new pressure on credit union performance.  
Understanding the board’s role in supporting the operational and strategic imperatives of the credit union is now a topic no credit union can afford to ignore. Join the discussion led by Cornerstone Advisors Senior Director Onker Basu.

2:30 PM - 4:30 PM

EXPO Solutions & Refreshment Break

6:00 PM - 8:00 PM

Concert for a Cause (ticket required)

Benefiting
  Cornerstone Foundation Logo

8:00 AM - 8:30 AM

Continental Breakfast

8:30 AM - 11:00 AM

Closing Session
Leadership 360
Interactive Leadership Workshop

Prize Drawing!

Sponsored by:  Cornerstone Resources Logo